EverSource Wealth Advisors, LLC SID — COMPANHIA SIDERURGICA NACIONAL SPONSORED ADR

Ownership history in EverSource Wealth Advisors, LLC  ·  12 quarters on record

AI Ownership Summary

EverSource Wealth Advisors, LLC reported COMPANHIA SIDERURGICA NACIONAL SPONSORED ADR (SID) in 12 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.03% in 2026 Q1. The latest visible filing shows SID at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SID ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EverSource Wealth Advisors, LLC's position in COMPANHIA SIDERURGICA NACIONAL SPONSORED ADR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SID was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SID stock page EverSource Wealth Advisors, LLC fund profile EverSource Wealth Advisors, LLC full holdings
How EverSource Wealth Advisors, LLC held SID — position size vs. price
% of Fund (quarterly)    SID price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 1,481 +533 +56.2% 0.03% $1.1M 2026-05-14 $1.35
2025 Q4 ADDED — — — 948 +608 +178.8% 0.00% $2K 2026-02-06 $1.83
2025 Q3 REDUCED 94.0% +5.3% ❌ 340 -5,334 -94.0% 0.00% $510 2025-11-10 $1.55
2025 Q2 ADDED — — — 5,674 +5,211 +1125.5% 0.00% $8K 2025-08-13 $1.39
2025 Q1 REDUCED 77.9% -16.2% ✅ 463 -1,630 -77.9% 0.00% $773 2025-05-13 $1.64
2024 Q4 ADDED — — — 2,093 +155 +8.0% 0.00% $3K 2025-02-10 $1.60
2024 Q3 ADDED — — — 1,938 +1,911 +7077.8% 0.00% $5K 2024-11-08 $1.97
2024 Q2 REDUCED 95.5% +4.1% ❌ 27 -573 -95.5% 0.00% $57 2024-08-13 $2.16
2024 Q1 UNCHANGED — — — 600 — 0% 0.00% $2K 2024-05-13 $2.50
2023 Q4 UNCHANGED — — — 600 — 0% 0.00% $2K 2024-02-09 $3.23
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SID

As of 2026 Q1 — sorted by position size

BAROMETER CAPITAL MANAGEMENT INC. 3Y 7Y 0.16% Banque Cantonale Vaudoise 3Y 0.07% Headlands Technologies LLC 3Y 0.05% Scientech Research LLC 0.04% First Affirmative Financial Network 3Y 0.02% Plan A Wealth LLC 0.02% Stokes Family Office, LLC 3Y 0.02% EntryPoint Capital, LLC 0.02% SmartHarvest Portfolios, LLC 0.02% R Squared Ltd 0.02%

FAQ About EverSource Wealth Advisors, LLC and SID

These are the practical questions this page is built to answer before you even open the full history table.

How long has EverSource Wealth Advisors, LLC reported owning SID?

EverSource Wealth Advisors, LLC reported SID across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SID position in EverSource Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for SID was 0.03% in 2026 Q1.

What is the latest reported SID position on this page?

The most recent filing on this page is 2026 Q1, when EverSource Wealth Advisors, LLC reported 1,481 shares, equal to 0.03% of portfolio, with an estimated market value of $1.1M.

What does the chart on this SID ownership page compare?

The chart compares EverSource Wealth Advisors, LLC's quarterly SID portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did EverSource Wealth Advisors, LLC time their SID position?

Based on 13F filing dates vs. subsequent SID price moves, EverSource Wealth Advisors, LLC correctly timed 4 out of 8 reported position changes (50%). The annualised alpha on SID relative to SPY over the holding period was -25.5%.

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