EverSource Wealth Advisors, LLC
Position in SIM — GRUPO SIMEC, S.A.B. de C.V.
CIK 1710537
BIRMINGHAM, AL
Position in SIM
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$0
-$1,720 QoQ
Shares Held
58
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SIM 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.
| # | 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 SIM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | — | 58 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,720 | 58 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,624 | 58 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,917 | 71 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||