EverSource Wealth Advisors, LLC
Position in ZWS — Zurn Elkay Water Solutions Corp
CIK 1710537
BIRMINGHAM, AL
Position in ZWS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$236,174
-$14,208 QoQ
Shares Held
4,674
-16.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#48
of 103 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ZWS Over Time
Shares Held
Position Value (USD)
Position in Pollution & Treatment Controls
Industrials · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $432,001 across 6 Pollution & Treatment Controls names. ZWS ranks #1 (54.7% of the industry book) .
All Filings in ZWS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,174 | 4,674 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $250,382 | 5,584 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $170,150 | 3,660 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $229,082 | 4,871 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $248,675 | 6,800 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $318,257 | 9,650 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $369,269 | 9,900 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $351,241 | 9,773 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $282,857 | 9,621 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $319,973 | 9,560 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $272,600 | 9,269 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||