Position in STLD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$272,363
-$140,197 QoQ
Shares Held
1,187
-48.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#180
of 301 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in STLD 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. STLD ranks #2 (25.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NUE |
Nucor Corp
|
1,440 | $320,756 | |
| 2 | STLD |
Steel Dynamics Inc
This page
|
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 STLD
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $272,363 | 1,187 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $412,560 | 2,292 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $277,216 | 1,636 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $234,239 | 1,680 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $264,465 | 2,066 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $112,319 | 898 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $83,953 | 736 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $84,345 | 669 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $141,024 | 1,089 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $162,457 | 1,096 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $126,129 | 1,068 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $105,075 | 980 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $107,185 | 984 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $117,806 | 1,042 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $99,555 | 1,019 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $72,297 | 1,019 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $10,385 | 157 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $13,098 | 157 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $9,744 | 157 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||