EverSource Wealth Advisors, LLC
Holdings in RM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,162 | 30 | Shares | Sole | 2026-02-06 |
| 2025-09-30 | $1,246 | 32 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $758 | 26 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $692 | 23 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $679 | 20 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $654 | 20 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $574 | 20 | Shares | Sole | 2024-08-13 |
| 2024-03-31 | $484 | 20 | Shares | Sole | 2024-06-11 |
| 2023-12-31 | $476 | 19 | Shares | Sole | 2024-02-09 |
| 2023-09-30 | $2,574 | 93 | Shares | Sole | 2023-11-03 |
| 2022-12-31 | $8,395 | 299 | Shares | Sole | 2023-02-09 |