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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

IPX holding history

IPERIONX Ltd in every 13F filed by EverSource Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IPX overviewAll 13F holders of IPXFull Q2 2026 holdings

Shares (Q2 2026)
271
Value
$8.06K
% of portfolio
<0.1%
Quarters held
5
Since Q2 2025
Holdings of IPX by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026271$8.06K<0.1%+212+359.3%AddedHolders
Q1 202659$1.54K<0.1%00.0%UnchangedHolders
Q4 202559$2.13K<0.1%−19−24.4%ReducedHolders
Q3 202578$3.85K<0.1%−14−15.2%ReducedHolders
Q2 202592$2.90K<0.1%+92NewHolders