EverSource Wealth Advisors, LLC
Holdings in RMR
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $10,175 | 683 | Shares | Sole | 2026-02-06 |
| 2025-09-30 | $19,629 | 1,248 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $20,126 | 1,231 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $3,829 | 230 | Shares | Sole | 2025-05-13 |
| 2024-09-30 | $6,573 | 259 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $5,853 | 259 | Shares | Sole | 2024-08-13 |
| 2024-03-31 | $6,216 | 259 | Shares | Sole | 2024-06-11 |
| 2023-12-31 | $7,311 | 259 | Shares | Sole | 2024-02-09 |
| 2023-09-30 | $6,350 | 259 | Shares | Sole | 2023-11-03 |
| 2023-06-30 | $6,001 | 259 | Shares | Sole | 2023-08-04 |