EverSource Wealth Advisors, LLC

Position in OLLI — Ollie's Bargain Outlet Holdings, Inc.

CIK 1710537 BIRMINGHAM, AL

Position in OLLI

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$45,432

-$120,051 QoQ

Shares Held

591

-67.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#349

of 454 holders

Holding Since

Mar 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

EverSource Wealth Advisors, LLC holds $15,478,255 across 9 Discount Stores names. OLLI ranks #8 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc.	81,600	$9,242,010
2	COST	Costco Wholesale Corp /New	4,806	$4,495,863
3	DG	Dollar General Corp	5,584	$642,769
4	TGT	Target Corp	4,570	$596,881
5	BJ	BJ's Wholesale Club Holdings, Inc.	2,732	$238,280
6	DLTR	Dollar Tree, Inc.	1,309	$158,318
7	PSMT	Pricesmart Inc	292	$57,036
8	OLLI	Ollie's Bargain Outlet Holdings, Inc. This page	591	$45,432

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$45,432	591	-67.1%	Shares	Sole	2026-07-24
2026-03-31	$165,483	1,798	+21.5%	Shares	Sole	2026-05-18
2025-12-31	$162,217	1,480	-5.4%	Shares	Sole	2026-02-06
2025-09-30	$200,816	1,564	-25.2%	Shares	Sole	2025-11-10
2025-06-30	$275,549	2,091	-3.3%	Shares	Sole	2025-08-13
2025-03-31	$251,686	2,163	+1.5%	Shares	Sole	2025-05-13
2024-12-31	$233,944	2,132	+666.9%	Shares	Sole	2025-02-10
2024-09-30	$27,021	278	+2038.5%	Shares	Sole	2024-11-08
2024-06-30	$1,276	13	—	Shares	Sole	2024-08-13
2023-06-30	$0	0	-100.0%	Shares	Sole	2023-08-04
2023-03-31	$521	9	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.