EverSource Wealth Advisors, LLC
Holdings in CCU
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $27,930 | 2,189 | Shares | Sole | 2026-02-06 |
| 2025-09-30 | $25,560 | 2,109 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $41,769 | 3,233 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $3,632 | 239 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $385 | 34 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $5,849 | 503 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $5,018 | 441 | Shares | Sole | 2024-08-13 |
| 2024-03-31 | $959 | 80 | Shares | Sole | 2024-06-11 |