EverSource Wealth Advisors, LLC
CIK
0001710537
City
BIRMINGHAM
State / Country
AL
Holdings in RFMZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $75,960 | 6,000 | Shares | Sole | 2026-02-06 |
| 2025-09-30 | $78,300 | 6,000 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $63,200 | 5,000 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $59,048 | 4,400 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $58,960 | 4,400 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $63,800 | 4,400 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $49,490 | 3,500 | Shares | Sole | 2024-08-13 |