EverSource Wealth Advisors, LLC
CIK
0001710537
City
BIRMINGHAM
State / Country
AL
Holdings in NFJ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $38,218 | 2,965 | Shares | Sole | 2026-02-06 |
| 2025-09-30 | $38,899 | 2,990 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $37,076 | 2,990 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $36,268 | 2,990 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $37,763 | 2,990 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $38,989 | 2,990 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $36,717 | 2,990 | Shares | Sole | 2024-08-13 |
| 2024-03-31 | $38,212 | 2,990 | Shares | Sole | 2024-06-11 |
| 2023-12-31 | $37,674 | 2,990 | Shares | Sole | 2024-02-09 |
| 2023-09-30 | $33,876 | 2,990 | Shares | Sole | 2023-11-03 |
| 2023-06-30 | $44,224 | 3,622 | Shares | Sole | 2023-08-04 |
| 2023-03-31 | $42,594 | 3,622 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $40,337 | 3,576 | Shares | Sole | 2023-02-09 |
| 2022-09-30 | $6,258 | 586 | Shares | Sole | 2022-11-07 |