Position in LU
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,041
+$273 QoQ
Shares Held
789
+92.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#70
of 75 holders
Holding Since
Sep 2022
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LU Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $14,556,842 across 41 Credit Services names. LU ranks #36 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
14,656 | $5,028,321 | |
| 2 | MA |
Mastercard Inc
|
5,984 | $3,073,379 | |
| 3 | AXP |
American Express Co
|
5,817 | $1,967,595 | |
| 4 | COF |
Capital One Financial Corp
|
6,793 | $1,362,806 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
37,832 | $678,323 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
12,377 | $534,434 | |
| 7 | SYF |
Synchrony Financial
|
4,632 | $352,261 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
3,203 | $261,201 |
All Filings in LU
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,041 | 789 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $768 | 411 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,994 | 780 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,497 | 369 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,538 | 552 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,793 | 604 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,400 | 586 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,567 | 449 | Shares | Sole | 2024-11-08 | |
| 2024-03-31 | $557 | 132 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $405 | 132 | Shares | Sole | 2024-02-09 | |
| 2023-06-30 | $3,369 | 2,356 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $469 | 230 | Shares | Sole | 2023-05-11 | |
| 2022-09-30 | $39,657 | 15,613 | Shares | Sole | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||