EverSource Wealth Advisors, LLC
Holdings in ADV
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $57,904 | 2,632 | Shares | Sole | 2026-02-06 |
| 2025-09-30 | $139,765 | 3,654 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $170,115 | 5,155 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $32,992 | 874 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $64,167 | 879 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $67,571 | 788 | Shares | Sole | 2024-11-08 |
| 2023-03-31 | $39,934 | 1,011 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $52,572 | 1,011 | Shares | Sole | 2023-02-09 |
| 2022-09-30 | $54,155 | 1,017 | Shares | Sole | 2022-11-07 |
| 2022-06-30 | $33,915 | 357 | Shares | Sole | 2022-08-01 |
| 2021-12-31 | $126,716 | 632 | Shares | Sole | 2022-02-17 |