EverSource Wealth Advisors, LLC
Position in RILY — BRC Group Holdings, Inc.
CIK 1710537
BIRMINGHAM, AL
Position in RILY
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$7
+$3 QoQ
Shares Held
1
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
8 quarters on record
Common Shares in RILY Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $242,473 across 5 Financial Conglomerates names.
All Filings in RILY
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7 | 1 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $4 | 1 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5 | 1 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $70 | 24 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $317 | 82 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $288 | 55 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $546 | 31 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,932 | 233 | Shares | Sole | 2024-06-11 | |
| No filing history on record for this holder in this stock. | ||||||