EverSource Wealth Advisors, LLC
Holdings in BMA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $38,678 | 429 | Shares | Sole | 2026-02-06 |
| 2025-09-30 | $33,577 | 794 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $79,196 | 1,128 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $86,836 | 1,150 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $416,068 | 4,300 | Shares | Sole | 2025-02-10 |