Position in UI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$51,800
-$62,789 QoQ
Shares Held
97
-33.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#270
of 353 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UI Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $15,337,802 across 27 Communication Equipment names. UI ranks #12 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CIEN |
Ciena Corp
|
15,877 | $7,788,615 | |
| 2 | CSCO |
Cisco Systems, Inc.
|
36,433 | $4,279,412 | |
| 3 | HPE |
Hewlett Packard Enterprise Co
|
22,281 | $1,005,090 | |
| 4 | MSI |
Motorola Solutions, Inc.
|
1,485 | $616,701 | |
| 5 | LITE |
Lumentum Holdings Inc.
|
540 | $463,347 | |
| 6 | VSAT |
Viasat Inc
|
4,103 | $368,489 | |
| 7 | NOK |
Nokia Corp
|
17,689 | $234,906 | |
| 8 | ASTS |
AST SpaceMobile, Inc.
|
1,376 | $122,267 |
All Filings in UI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,800 | 97 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $114,589 | 145 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $66,400 | 120 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $93,801 | 142 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $44,456 | 108 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $37,835 | 122 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $25,224 | 76 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $13,524 | 61 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $6,554 | 45 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,213 | 45 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $13,956 | 100 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||