EverSource Wealth Advisors, LLC
Holdings in CZFS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $11,859 | 208 | Shares | Sole | 2026-02-06 |
| 2025-09-30 | $14,406 | 239 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $16,382 | 279 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $174 | 3 | Shares | Sole | 2025-05-13 |