EverSource Wealth Advisors, LLC
Position in SOVF — Sovereign's Capital Flourish Fund
CIK 1710537
BIRMINGHAM, AL
All Filings in SOVF
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SOVF | $16,105,139 | 600,714 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 SOVF | $13,281,653 | 455,163 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 SOVF | $22,496,769 | 742,860 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 SOVF | $25,693,062 | 851,892 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 SOVF | $23,395,390 | 787,432 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 SOVF | $22,765,913 | 740,355 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 SOVF | $20,658,107 | 680,685 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 SOVF | $18,428,978 | 643,470 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 SOVF | $16,874,913 | 567,224 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 SOVF | $12,949,509 | 456,290 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||