EverSource Wealth Advisors, LLC
Holdings in PEO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $40,719 | 1,873 | Shares | Sole | 2026-02-06 |
| 2025-09-30 | $40,306 | 1,873 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $40,026 | 1,873 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $42,723 | 1,873 | Shares | Sole | 2025-05-13 |
| 2024-09-30 | $47,322 | 2,038 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $48,117 | 2,038 | Shares | Sole | 2024-08-13 |
| 2024-03-31 | $46,996 | 2,038 | Shares | Sole | 2024-06-11 |
| 2023-12-31 | $42,043 | 2,038 | Shares | Sole | 2024-02-09 |
| 2023-09-30 | $47,118 | 2,038 | Shares | Sole | 2023-11-03 |
| 2023-06-30 | $42,431 | 2,038 | Shares | Sole | 2023-08-04 |
| 2023-03-31 | $41,901 | 2,038 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $44,428 | 2,038 | Shares | Sole | 2023-02-09 |