EverSource Wealth Advisors, LLC
Position in ISMD — Inspire Small/Mid Cap ETF
CIK 1710537
BIRMINGHAM, AL
All Filings in ISMD
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 ISMD | $1,420,772 | 35,546 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 ISMD | $1,284,404 | 33,292 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 ISMD | $1,128,843 | 29,049 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 ISMD | $1,080,893 | 30,422 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 ISMD | $1,056,798 | 30,973 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 ISMD | $1,210,507 | 32,263 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 ISMD | $1,357,957 | 35,830 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 ISMD | $1,741,231 | 50,281 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 ISMD | $1,355,344 | 37,638 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 ISMD | $2,340,142 | 67,449 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 ISMD | $1,943,166 | 63,941 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 ISMD | $2,028,945 | 63,148 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 ISMD | $1,226,638 | 39,518 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 ISMD | $1,019,705 | 33,866 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 ISMD | $900,884 | 32,903 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 ISMD | $776,289 | 27,181 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 ISMD | $898,652 | 27,076 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 ISMD | $17,267 | 490 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||