EverSource Wealth Advisors, LLC
Holdings in LPL
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $32,866 | 7,807 | Shares | Sole | 2026-02-06 |
| 2025-09-30 | $72,994 | 13,984 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $43,935 | 12,847 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $51,855 | 16,674 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $6,007 | 1,957 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $83,521 | 20,623 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $1,067 | 259 | Shares | Sole | 2024-08-13 |
| 2024-03-31 | $7,671 | 1,871 | Shares | Sole | 2024-06-11 |
| 2023-12-31 | $14,917 | 3,095 | Shares | Sole | 2024-02-09 |
| 2023-09-30 | $8,091 | 1,658 | Shares | Sole | 2023-11-03 |
| 2023-06-30 | $18,040 | 2,977 | Shares | Sole | 2023-08-04 |
| 2023-03-31 | $18,993 | 2,977 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $11,745 | 2,368 | Shares | Sole | 2023-02-09 |
| 2022-09-30 | $1,101 | 270 | Shares | Sole | 2022-11-07 |
| 2022-06-30 | $5,931 | 1,063 | Shares | Sole | 2022-08-01 |
| 2022-03-31 | $19,989 | 2,420 | Shares | Sole | 2022-05-25 |
| 2021-12-31 | $23,856 | 2,362 | Shares | Sole | 2022-02-17 |