EverSource Wealth Advisors, LLC
Holdings in KC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $796 | 77 | Shares | Sole | 2026-02-06 |
| 2025-09-30 | $3,549 | 238 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $2,804 | 224 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $17,978 | 1,252 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $7,866 | 750 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $1,681 | 572 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $429 | 171 | Shares | Sole | 2024-08-13 |
| 2024-03-31 | $541 | 178 | Shares | Sole | 2024-06-11 |
| 2023-12-31 | $971 | 257 | Shares | Sole | 2024-02-09 |
| 2023-09-30 | $1,267 | 257 | Shares | Sole | 2023-11-03 |
| 2023-06-30 | $1,567 | 257 | Shares | Sole | 2023-08-04 |
| 2023-03-31 | $2,284 | 257 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $984 | 257 | Shares | Sole | 2023-02-09 |
| 2022-06-30 | $1,962 | 441 | Shares | Sole | 2022-08-01 |
| 2022-03-31 | $2,676 | 441 | Shares | Sole | 2022-05-25 |