EverSource Wealth Advisors, LLC
Position in ESUM — Eventide US Market ETF
CIK 1710537
BIRMINGHAM, AL
All Filings in ESUM
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 ESUM | $2,236,501 | 85,428 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 ESUM | $1,300,745 | 48,301 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 ESUM | $1,311,081 | 48,237 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 ESUM | $1,124,240 | 43,255 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 ESUM | $987,181 | 41,812 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||