EverSource Wealth Advisors, LLC
Holdings in IIIV
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $869,834 | 34,531 | Shares | Sole | 2026-02-06 |
| 2025-09-30 | $554,318 | 17,077 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $14,865 | 541 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $125,594 | 5,091 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $4,241,917 | 184,111 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $4,127,235 | 193,676 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $4,276,366 | 193,676 | Shares | Sole | 2024-08-13 |
| 2024-03-31 | $5,005,493 | 218,676 | Shares | Sole | 2024-06-11 |
| 2023-12-31 | $6,313,634 | 298,235 | Shares | Sole | 2024-02-09 |
| 2023-09-30 | $6,304,687 | 298,235 | Shares | Sole | 2023-11-03 |
| 2023-06-30 | $6,817,652 | 298,235 | Shares | Sole | 2023-08-04 |
| 2023-03-31 | $7,315,704 | 298,235 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $12,079,333 | 496,275 | Shares | Sole | 2023-02-09 |
| 2022-09-30 | $9,940,388 | 496,275 | Shares | Sole | 2022-11-07 |
| 2022-06-30 | $13,167,400 | 526,275 | Shares | Sole | 2022-08-01 |
| 2022-03-31 | $14,662,021 | 526,275 | Shares | Sole | 2022-05-25 |
| 2021-12-31 | $11,993,807 | 526,275 | Shares | Sole | 2022-02-17 |