EverSource Wealth Advisors, LLC
Position in ULH — Universal Logistics Holdings, Inc.
CIK 1710537
BIRMINGHAM, AL
Position in ULH
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$591
-$5,327 QoQ
Shares Held
40
-85.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#13
of 22 holders
Holding Since
Sep 2022
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ULH Over Time
Shares Held
Position Value (USD)
Position in Trucking
Industrials · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $4,619,022 across 14 Trucking names. ULH ranks #13 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KNX |
Knight-Swift Transportation Holdings Inc.
|
46,814 | $3,645,400 | |
| 2 | ODFL |
Old Dominion Freight Line, Inc.
|
3,012 | $652,395 | |
| 3 | SAIA |
Saia Inc
|
264 | $111,180 | |
| 4 | XPO |
XPO, Inc.
|
284 | $58,298 | |
| 5 | SNDR |
Schneider National, Inc.
|
1,332 | $48,655 | |
| 6 | RXO |
RXO, Inc.
|
834 | $23,006 | |
| 7 | MRTN |
Marten Transport Ltd
|
1,292 | $22,415 | |
| 8 | TFII |
TFI International Inc.
|
123 | $17,656 |
All Filings in ULH
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $591 | 40 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $5,918 | 280 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,063 | 70 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,297 | 98 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,715 | 107 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $813 | 31 | Shares | Sole | 2025-05-13 | |
| 2023-03-31 | $0 | 0 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $902 | 27 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $856 | 27 | Shares | Sole | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||