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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
#68
of 85 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, 2026

EverSource 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

All Filings in ADV

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13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,284 76
2026-03-31 $1,077 51
2025-12-31 $2,315 2,632
2025-09-30 $5,590 3,654
2025-06-30 $6,803 5,155
2025-03-31 $1,318 874
2024-12-31 $2,566 879
2024-09-30 $2,702 788
2023-03-31 $1,597 1,011
2022-12-31 $2,102 1,011
2022-09-30 $2,166 1,017
2022-06-30 $1,356 357
2021-12-31 $5,068 632