Position in EFOR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$14,544
-$40,189 QoQ
Shares Held
814
-42.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#181
of 242 holders
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EFOR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $4,664,306 across 50 Information Technology Services names. EFOR ranks #25 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
6,578 | $1,849,791 | |
| 2 | ACN |
Accenture plc
|
3,110 | $387,003 | |
| 3 | IT |
Gartner Inc
|
2,145 | $278,032 | |
| 4 | CDW |
CDW Corp
|
1,816 | $255,398 | |
| 5 | BR |
Broadridge Financial Solutions, Inc.
|
1,821 | $249,380 | |
| 6 | JKHY |
Jack Henry & Associates Inc
|
1,680 | $231,398 | |
| 7 | SAIC |
Science Applications International Corp
|
1,302 | $143,748 | |
| 8 | FIS |
Fidelity National Information Services, Inc.
|
3,656 | $142,140 |
All Filings in EFOR
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,544 | 814 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $54,733 | 1,414 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $32,080 | 666 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $25,709 | 543 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $14,628 | 293 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,898 | 46 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,665 | 80 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $5,220 | 56 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $41,439 | 470 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $56,255 | 537 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $51,643 | 537 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $50,232 | 615 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $33,579 | 444 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $14,301 | 173 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $12,629 | 155 | Shares | Sole | 2023-02-09 | |
| 2022-06-30 | $59,023 | 654 | Shares | Sole | 2022-08-01 | |
| No filing history on record for this holder in this stock. | ||||||