EverSource Wealth Advisors, LLC
Position in PPLT — abrdn Platinum ETF Trust
CIK 1710537
BIRMINGHAM, AL
Position in PPLT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$75,030
+$75,030 QoQ
Shares Held
5,310
+900.0% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#77
of 114 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PPLT Over Time
Shares Held
Position Value (USD)
All Filings in PPLT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $75,030 | 5,310 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | — | 531 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | — | 1,708 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | — | 537 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | — | 537 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | — | 537 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | — | 537 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | — | 37 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | — | 37 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | — | 49 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | — | 49 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | — | 49 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | — | 49 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | — | 49 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | — | 64 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | — | 64 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | — | 64 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | — | 64 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | — | 85 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||