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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

ZIM holding history

ZIM Integrated Shipping Services 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.

ZIM overviewAll 13F holders of ZIMFull Q2 2026 holdings

Shares (Q2 2026)
1,493
Value
$38.8K
% of portfolio
<0.1%
Quarters held
10
Since Q1 2024
Holdings of ZIM by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,493$38.8K<0.1%+150+11.2%AddedHolders
Q1 20261,343$35.4K<0.1%+34+2.6%AddedHolders
Q4 20251,309$27.8K<0.1%−50−3.7%ReducedHolders
Q3 20251,359$18.4K<0.1%−8−0.6%ReducedHolders
Q2 20251,367$22.0K<0.1%+1,131+479.2%AddedHolders
Q1 2025236$3.44K<0.1%+71+43.0%AddedHolders
Q4 2024165$3.54K<0.1%+23+16.2%AddedHolders
Q3 2024142$3.64K<0.1%00.0%UnchangedHolders
Q2 2024142$2.80K<0.1%+113+389.7%AddedHolders
Q1 202429$384<0.1%+29NewHolders