Position in RIO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$354,939
-$124,006 QoQ
Shares Held
3,739
-27.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#590
of 965 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RIO Over Time
Shares Held
Position Value (USD)
Position in Other Industrial Metals & Mining
Basic Materials · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $3,281,196 across 21 Other Industrial Metals & Mining names. RIO ranks #2 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MP |
MP Materials Corp. / DE
|
41,561 | $2,327,828 | |
| 2 | RIO |
Rio Tinto PLC
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|
3,739 | $354,939 | |
| 3 | BHP |
BHP Group Ltd
|
3,601 | $299,994 | |
| 4 | MTRN |
MATERION Corp
|
406 | $120,735 | |
| 5 | VALE |
Vale S.A.
|
4,616 | $69,421 | |
| 6 | USAS |
Americas Gold & Silver Corp
|
12,071 | $56,975 | |
| 7 | CMP |
Compass Minerals International Inc
|
335 | $10,427 | |
| 8 | LAR |
Lithium Argentina AG
|
996 | $8,236 |
All Filings in RIO
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $354,939 | 3,739 | Shares | Sole | 2026-07-24 | |
| 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. | ||||||