EverSource Wealth Advisors, LLC
Position in BAER — Bridger Aerospace Group Holdings, Inc.
CIK 1710537
BIRMINGHAM, AL
Position in BAER
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$43
-$217 QoQ
Shares Held
22
-84.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BAER Over Time
Shares Held
Position Value (USD)
Position in Security & Protection Services
Industrials · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $852,069 across 14 Security & Protection Services names. BAER ranks #14 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALLE |
Allegion plc
|
2,306 | $335,031 | |
| 2 | ADT |
ADT Inc.
|
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 |
All Filings in BAER
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $43 | 22 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $260 | 143 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $571 | 309 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $872 | 452 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $117 | 104 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||