EverSource Wealth Advisors, LLC
Position in FORR — Forrester Research, Inc.
CIK 1710537
BIRMINGHAM, AL
Position in FORR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,631
+$2,641 QoQ
Shares Held
432
+146.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#75
of 98 holders
Holding Since
Jun 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FORR Over Time
Shares Held
Position Value (USD)
Position in Consulting Services
Industrials · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $880,966 across 11 Consulting Services names. FORR ranks #8 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EFX |
Equifax Inc
|
2,436 | $386,638 | |
| 2 | VRSK |
Verisk Analytics, Inc.
|
1,640 | $294,424 | |
| 3 | BAH |
Booz Allen Hamilton Holding Corp
|
1,778 | $107,869 | |
| 4 | ICFI |
ICF International, Inc.
|
535 | $38,977 | |
| 5 | FCN |
Fti Consulting, Inc
|
193 | $28,757 | |
| 6 | CRAI |
Cra International, Inc.
|
79 | $11,240 | |
| 7 | RGP |
Resources Connection, Inc.
|
1,340 | $5,694 | |
| 8 | FORR |
Forrester Research, Inc.
This page
|
432 | $3,631 |
All Filings in FORR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,631 | 432 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $990 | 175 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $884 | 109 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,564 | 242 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $9,533 | 963 | Shares | Sole | 2025-08-13 | |
| 2024-09-30 | $1,801 | 100 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,708 | 100 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||