EverSource Wealth Advisors, LLC

Position in ADT — ADT Inc.

CIK 1710537 BIRMINGHAM, AL

Position in ADT

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$233,117

-$269,711 QoQ

Shares Held

35,483

-43.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2022

13 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

EverSource Wealth Advisors, LLC holds $852,069 across 14 Security & Protection Services names. ADT ranks #2 (27.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALLE	Allegion plc	2,306	$335,031
2	ADT	ADT Inc. This page	35,483	$233,117
3	BRC	Brady Corp	1,249	$101,461
4	MSA	MSA Safety Inc	465	$76,230
5	BCO	Brinks Co	542	$56,163
6	NSSC	Napco Security Technologies, Inc	871	$34,304
7	GEO	Geo Group Inc	303	$5,091
8	CXW	CoreCivic, Inc.	262	$4,952

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$233,117	35,483	-43.1%	Shares	Sole	2026-05-18
2025-12-31	$502,828	62,309	+22.3%	Shares	Sole	2026-02-06
2025-09-30	$443,903	50,965	+137.2%	Shares	Sole	2025-11-10
2025-06-30	$181,960	21,483	+344.1%	Shares	Sole	2025-08-13
2025-03-31	$39,371	4,837	+135.1%	Shares	Sole	2025-05-13
2024-12-31	$14,212	2,057	+3709.3%	Shares	Sole	2025-02-10
2024-09-30	$390	54	0.0%	Shares	Sole	2024-11-08
2024-06-30	$410	54	+184.2%	Shares	Sole	2024-08-13
2024-03-31	$127	19	-83.2%	Shares	Sole	2024-06-11
2023-06-30	$681	113	0.0%	Shares	Sole	2023-08-04
2023-03-31	$816	113	0.0%	Shares	Sole	2023-05-11
2022-12-31	$1,024	113	-18.1%	Shares	Sole	2023-02-09
2022-09-30	$1,033	138	—	Shares	Sole	2022-11-07
No filing history on record for this holder in this stock.