EverSource Wealth Advisors, LLC
Holdings in SID
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,516 | 948 | Shares | Sole | 2026-02-06 |
| 2025-09-30 | $510 | 340 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $7,943 | 5,674 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $772 | 463 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $1,415 | 983 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $4,631 | 1,938 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $62 | 27 | Shares | Sole | 2024-08-13 |
| 2024-03-31 | $303 | 97 | Shares | Sole | 2024-06-11 |
| 2023-12-31 | $2,358 | 600 | Shares | Sole | 2024-02-09 |
| 2023-09-30 | $1,434 | 600 | Shares | Sole | 2023-11-03 |
| 2023-06-30 | $1,554 | 600 | Shares | Sole | 2023-08-04 |