EverSource Wealth Advisors, LLC
Position in WOR — Worthington Enterprises, Inc.
CIK 1710537
BIRMINGHAM, AL
Position in WOR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$18,328
-$9,145 QoQ
Shares Held
341
-35.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#231
of 287 holders
Holding Since
Dec 2021
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WOR Over Time
Shares Held
Position Value (USD)
Position in Metal Fabrication
Industrials · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $1,546,803 across 13 Metal Fabrication names. WOR ranks #7 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRS |
Carpenter Technology Corp
|
931 | $574,273 | |
| 2 | ATI |
Ati Inc
|
2,557 | $503,980 | |
| 3 | MLI |
Mueller Industries Inc
|
11,064 | $340,021 | |
| 4 | CMC |
COMMERCIAL METALS Co
|
713 | $44,739 | |
| 5 | RYZ |
Ryerson Holding Corp
|
866 | $21,310 | |
| 6 | ESAB |
ESAB Corp
|
194 | $19,131 | |
| 7 | WOR |
Worthington Enterprises, Inc.
This page
|
341 | $18,328 | |
| 8 | IIIN |
Insteel Industries Inc
|
423 | $12,772 |
All Filings in WOR
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,328 | 341 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $27,473 | 527 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $29,029 | 563 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $30,407 | 548 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $39,391 | 619 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,906 | 78 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $601 | 15 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $82 | 2 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $47 | 1 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,169 | 67 | Shares | Sole | 2024-06-11 | |
| 2022-03-31 | $4,935 | 96 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $5,246 | 96 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||