EverSource Wealth Advisors, LLC
Holdings in PHI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $47,806 | 2,199 | Shares | Sole | 2026-02-06 |
| 2025-09-30 | $50,581 | 2,705 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $66,779 | 3,069 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $26,308 | 1,203 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $12,115 | 547 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $46,741 | 1,739 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $2,480 | 101 | Shares | Sole | 2024-08-13 |
| 2024-03-31 | $3,600 | 146 | Shares | Sole | 2024-06-11 |
| 2023-12-31 | $8,036 | 343 | Shares | Sole | 2024-02-09 |
| 2023-09-30 | $2,541 | 123 | Shares | Sole | 2023-11-03 |
| 2023-06-30 | $2,360 | 101 | Shares | Sole | 2023-08-04 |
| 2023-03-31 | $2,222 | 88 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $10,465 | 459 | Shares | Sole | 2023-02-09 |
| 2022-09-30 | $53,484 | 2,114 | Shares | Sole | 2022-11-07 |
| 2022-06-30 | $64,246 | 2,112 | Shares | Sole | 2022-08-01 |
| 2022-03-31 | $10,330 | 294 | Shares | Sole | 2022-05-25 |
| 2021-12-31 | $10,501 | 294 | Shares | Sole | 2022-02-17 |