Position in LPL
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$69,055
+$27,939 QoQ
Shares Held
17,799
+82.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LPL Over Time
Shares Held
Position Value (USD)
Position in Consumer Electronics
Technology · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $65,347,836 across 6 Consumer Electronics names. LPL ranks #3 (0.1% of the industry book) .
All Filings in LPL
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $69,055 | 17,799 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $41,116 | 9,767 | 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 | $37,142 | 12,099 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $83,521 | 20,623 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $67,613 | 16,411 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $55,726 | 13,592 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $32,561 | 6,756 | 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 | $14,289 | 2,561 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $19,989 | 2,420 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $23,855 | 2,362 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||