EverSource Wealth Advisors, LLC
Holdings in IEP
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $13,235 | 1,753 | Shares | Sole | 2026-02-06 |
| 2025-09-30 | $14,760 | 1,753 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $14,111 | 1,753 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $15,882 | 1,753 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $15,207 | 1,754 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $28,229 | 2,088 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $34,410 | 2,088 | Shares | Sole | 2024-08-13 |
| 2024-03-31 | $37,524 | 2,206 | Shares | Sole | 2024-06-11 |
| 2023-12-31 | $45,003 | 2,618 | Shares | Sole | 2024-02-09 |
| 2023-09-30 | $51,784 | 2,618 | Shares | Sole | 2023-11-03 |
| 2023-06-30 | $76,000 | 2,618 | Shares | Sole | 2023-08-04 |
| 2023-03-31 | $189,827 | 3,671 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $179,452 | 3,543 | Shares | Sole | 2023-02-09 |