EverSource Wealth Advisors, LLC
Holdings in OBT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $10,677 | 374 | Shares | Sole | 2026-02-06 |
| 2025-09-30 | $2,067 | 82 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $9,379 | 363 | Shares | Sole | 2025-08-13 |