EverSource Wealth Advisors, LLC
CIK
0001710537
City
BIRMINGHAM
State / Country
AL
Holdings in EMD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $119,204 | 11,214 | Shares | Sole | 2026-02-06 |
| 2025-09-30 | $115,728 | 11,214 | Shares | Sole | 2025-11-10 |
| 2023-06-30 | $3,560 | 413 | Shares | Sole | 2023-08-04 |
| 2023-03-31 | $3,547 | 413 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $3,762 | 413 | Shares | Sole | 2023-02-09 |
| 2022-09-30 | $3,295 | 413 | Shares | Sole | 2022-11-07 |