Position in UFPI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$15,786
-$23,175 QoQ
Shares Held
174
-58.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#311
of 383 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UFPI 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. UFPI ranks #2 (18.3% of the industry book) .
All Filings in UFPI
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,786 | 174 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $38,961 | 423 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $40,150 | 441 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $45,808 | 490 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $54,049 | 544 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $30,505 | 285 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $31,652 | 281 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $42,903 | 327 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $34,832 | 311 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $35,056 | 285 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $34,271 | 273 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $23,244 | 227 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $25,037 | 258 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $17,482 | 220 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $21,079 | 266 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $19,338 | 268 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $76,110 | 1,117 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $19,675 | 255 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $23,461 | 255 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||