Position in RIO
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$478,945
+$191,643 QoQ
Shares Held
5,134
+43.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in RIO Over Time
Shares Held
Position Value (USD)
Position in Other Industrial Metals & Mining
Basic Materials · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $1,915,252 across 21 Other Industrial Metals & Mining names. RIO ranks #1 (25.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RIO |
Rio Tinto PLC
This page
|
5,134 | $478,945 | |
| 2 | GRO |
Brazil Potash Corp.
|
138,839 | $449,838 | |
| 3 | BHP |
BHP Group Ltd
|
5,386 | $391,772 | |
| 4 | TECK |
Teck Resources Ltd
|
2,987 | $154,575 | |
| 5 | VALE |
Vale S.A.
|
8,853 | $140,849 | |
| 6 | MP |
MP Materials Corp. / DE
|
2,336 | $112,732 | |
| 7 | USAS |
Americas Gold & Silver Corp
|
12,404 | $64,747 | |
| 8 | MTRN |
MATERION Corp
|
395 | $57,134 |
All Filings in RIO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $478,945 | 5,134 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $287,302 | 3,590 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $222,848 | 3,376 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $206,545 | 3,541 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $169,424 | 2,820 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $150,432 | 2,558 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $183,687 | 2,581 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $179,525 | 2,723 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $117,725 | 1,847 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $143,109 | 1,922 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $112,768 | 1,772 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $111,079 | 1,740 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $108,044 | 1,575 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $111,071 | 1,560 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $55,499 | 1,008 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $105,957 | 1,737 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $20,903 | 260 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $17,403 | 260 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||