EverSource Wealth Advisors, LLC
Position in SSD — Simpson Manufacturing Co., Inc.
CIK 1710537
BIRMINGHAM, AL
Position in SSD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$65,103
-$35,631 QoQ
Shares Held
311
-47.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#389
of 486 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SSD Over Time
Shares Held
Position Value (USD)
Position in Lumber & Wood Production
Basic Materials · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $86,412 across 4 Lumber & Wood Production names. SSD ranks #1 (75.3% of the industry book) .
All Filings in SSD
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,103 | 311 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $100,734 | 587 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $96,231 | 596 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $29,135 | 174 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $24,848 | 160 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $10,680 | 68 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,471 | 33 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $9,945 | 52 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $7,751 | 46 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $10,463 | 51 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $10,095 | 51 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,498 | 10 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,385 | 10 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,315 | 12 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $531 | 6 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||