EverSource Wealth Advisors, LLC
Position in SBC — SBC Medical Group Holdings Inc
CIK 1710537
BIRMINGHAM, AL
Position in SBC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$156
+$128 QoQ
Shares Held
51
+628.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#46
of 56 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SBC Over Time
Shares Held
Position Value (USD)
Position in Consulting Services
Industrials · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $880,966 across 11 Consulting Services names. SBC ranks #10 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EFX |
Equifax Inc
|
2,436 | $386,638 | |
| 2 | VRSK |
Verisk Analytics, Inc.
|
1,640 | $294,424 | |
| 3 | BAH |
Booz Allen Hamilton Holding Corp
|
1,778 | $107,869 | |
| 4 | ICFI |
ICF International, Inc.
|
535 | $38,977 | |
| 5 | FCN |
Fti Consulting, Inc
|
193 | $28,757 | |
| 6 | CRAI |
Cra International, Inc.
|
79 | $11,240 | |
| 7 | RGP |
Resources Connection, Inc.
|
1,340 | $5,694 | |
| 8 | FORR |
Forrester Research, Inc.
|
432 | $3,631 |
All Filings in SBC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $156 | 51 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $28 | 7 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $8 | 2 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $125 | 29 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||