EverSource Wealth Advisors, LLC
Position in TR — Tootsie Roll Industries Inc
CIK 1710537
BIRMINGHAM, AL
Position in TR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$32,785
-$8,138 QoQ
Shares Held
829
-13.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#158
of 230 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TR Over Time
Shares Held
Position Value (USD)
Position in Confectioners
Consumer Defensive · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $722,979 across 3 Confectioners names. TR ranks #3 (4.5% of the industry book) .
All Filings in TR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,785 | 829 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $40,923 | 958 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $23,697 | 647 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $15,466 | 369 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $10,935 | 327 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,601 | 178 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,718 | 146 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,034 | 98 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,995 | 98 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,138 | 98 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $2,891 | 87 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,597 | 87 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $3,080 | 87 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $3,817 | 85 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,618 | 85 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,828 | 85 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $3,004 | 85 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $2,901 | 83 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $3,007 | 83 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||