EverSource Wealth Advisors, LLC
Position in BWMX — Betterware De Mexico, S.A.P.I. De C.V
CIK 1710537
BIRMINGHAM, AL
Position in BWMX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,382
-$2,956 QoQ
Shares Held
188
-50.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#6
of 6 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BWMX Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $1,965,581 across 31 Specialty Retail names. BWMX ranks #22 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ULTA |
Ulta Beauty, Inc.
|
820 | $369,799 | |
| 2 | CASY |
Caseys General Stores Inc
|
430 | $341,753 | |
| 3 | FIVE |
Five Below, Inc
|
1,722 | $309,595 | |
| 4 | TSCO |
Tractor Supply Co /De/
|
6,861 | $216,874 | |
| 5 | BBY |
Best Buy Co Inc
|
2,080 | $157,826 | |
| 6 | BBWI |
Bath & Body Works, Inc.
|
6,045 | $139,818 | |
| 7 | MUSA |
Murphy USA Inc.
|
248 | $133,638 | |
| 8 | WSM |
Williams Sonoma Inc
|
571 | $133,097 |
All Filings in BWMX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,382 | 188 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $6,338 | 376 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $2,671 | 188 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,591 | 267 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,257 | 261 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,932 | 170 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,224 | 199 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $6,035 | 476 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $6,194 | 424 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,353 | 318 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $752 | 54 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||