EverSource Wealth Advisors, LLC
Position in ADV — Advantage Solutions Inc.
CIK 1710537
BIRMINGHAM, AL
Position in ADV
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,284
+$2,207 QoQ
Shares Held
76
+49.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#3
of 9 holders
Holding Since
Dec 2021
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ADV Over Time
Shares Held
Position Value (USD)
Position in Advertising Agencies
Communication Services · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $792,685 across 18 Advertising Agencies names. ADV ranks #14 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APP |
AppLovin Corp
|
845 | $435,362 | |
| 2 | OMC |
Omnicom Group Inc.
|
2,296 | $167,213 | |
| 3 | QNST |
Quinstreet, Inc
|
3,098 | $45,383 | |
| 4 | EVC |
Entravision Communications Corp
|
3,354 | $43,735 | |
| 5 | DV |
DoubleVerify Holdings, Inc.
|
2,714 | $29,417 | |
| 6 | TTD |
Trade Desk, Inc.
|
1,109 | $20,048 | |
| 7 | WPP |
WPP plc
|
690 | $10,685 | |
| 8 | ZD |
Ziff Davis, Inc.
|
194 | $10,157 |
All Filings in ADV
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,284 | 76 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,077 | 51 | Shares | Sole | 2026-05-18 | |
| 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 | |
| No filing history on record for this holder in this stock. | ||||||