Position in SID
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$559
-$18,597 QoQ
Shares Held
608
-96.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#9
of 10 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SID Over Time
Shares Held
Position Value (USD)
Position in Steel
Basic Materials · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $1,072,962 across 13 Steel names. SID ranks #12 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NUE |
Nucor Corp
|
1,440 | $320,756 | |
| 2 | STLD |
Steel Dynamics Inc
|
1,187 | $272,363 | |
| 3 | MT |
ArcelorMittal
|
2,851 | $171,682 | |
| 4 | RS |
Reliance, Inc.
|
421 | $157,282 | |
| 5 | PKX |
Posco Holdings Inc.
|
1,843 | $94,692 | |
| 6 | GGB |
Gerdau S.A.
|
4,310 | $17,411 | |
| 7 | TX |
Ternium S.A.
|
291 | $12,424 | |
| 8 | CLF |
Cleveland-Cliffs Inc.
|
1,060 | $9,951 |
All Filings in SID
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $559 | 608 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $19,156 | 15,450 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,516 | 948 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $510 | 340 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $7,943 | 5,674 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $772 | 463 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,013 | 2,093 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,631 | 1,938 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $62 | 27 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $303 | 97 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $2,358 | 600 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,434 | 600 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,554 | 600 | Shares | Sole | 2023-08-04 | |
| No filing history on record for this holder in this stock. | ||||||