EverSource Wealth Advisors, LLC
Holdings in AFCG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,393 | 840 | Shares | Sole | 2026-02-06 |
| 2025-09-30 | $3,974 | 1,038 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $2,844 | 635 | Shares | Sole | 2025-08-13 |
| 2024-12-31 | $1,849 | 222 | Shares | Sole | 2025-02-10 |
| 2023-12-31 | $741 | 90 | Shares | Sole | 2024-02-09 |