Position in TTI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$32,841
-$9,278 QoQ
Shares Held
2,899
-41.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#200
of 241 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TTI Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $1,557,925 across 19 Conglomerates names. TTI ranks #7 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MMM |
3M Co
|
3,672 | $594,528 | |
| 2 | HON |
Honeywell International Inc
|
1,721 | $385,326 | |
| 3 | VMI |
Valmont Industries Inc
|
310 | $179,054 | |
| 4 | GHC |
Graham Holdings Co
|
149 | $170,069 | |
| 5 | DLX |
Deluxe Corp
|
2,450 | $58,503 | |
| 6 | OTTR |
Otter Tail Corp
|
504 | $45,344 | |
| 7 | TTI |
Tetra Technologies Inc
This page
|
2,899 | $32,841 | |
| 8 | CODI |
Compass Diversified Holdings
|
2,022 | $21,552 |
All Filings in TTI
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,841 | 2,899 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $42,119 | 4,944 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $58,130 | 6,204 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $27,203 | 4,731 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $13,977 | 4,160 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $288 | 86 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,482 | 1,252 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,881 | 1,252 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $4,331 | 1,252 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,546 | 1,252 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $5,659 | 1,252 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $7,987 | 1,252 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $4,231 | 1,252 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,097 | 414 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,432 | 414 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,486 | 414 | Shares | Sole | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||