EverSource Wealth Advisors, LLC
CIK
0001710537
City
BIRMINGHAM
State / Country
AL
Holdings in REFI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $453 | 37 | Shares | Sole | 2026-02-06 |
| 2025-09-30 | $57,976 | 4,533 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $93,839 | 6,722 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $3,145 | 214 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $308 | 20 | Shares | Sole | 2025-02-10 |