EverSource Wealth Advisors, LLC
Holdings in PFN
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $7,993,042 | 1,065,739 | Shares | Sole | 2026-02-06 |
| 2025-09-30 | $8,039,069 | 1,059,166 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $7,508,350 | 1,016,015 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $7,551,634 | 1,001,543 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $6,507,671 | 873,513 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $6,301,107 | 826,917 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $5,725,173 | 798,490 | Shares | Sole | 2024-08-13 |
| 2024-03-31 | $5,686,743 | 762,298 | Shares | Sole | 2024-06-11 |
| 2023-12-31 | $5,237,838 | 724,459 | Shares | Sole | 2024-02-09 |
| 2023-09-30 | $4,447,992 | 674,961 | Shares | Sole | 2023-11-03 |
| 2023-06-30 | $4,803,777 | 666,266 | Shares | Sole | 2023-08-04 |
| 2023-03-31 | $4,155,093 | 579,511 | Shares | Sole | 2023-05-11 |