EverSource Wealth Advisors, LLC
Position in VTMX — Vesta Real Estate Corporation, S.A.B. de C.V.
CIK 1710537
BIRMINGHAM, AL
Position in VTMX
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$3,400
+$291 QoQ
Shares Held
102
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VTMX Over Time
Shares Held
Position Value (USD)
Position in Real Estate - Development
Real Estate · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $72,750 across 5 Real Estate - Development names.
All Filings in VTMX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,400 | 102 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $3,109 | 102 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $9,222 | 326 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $12,435 | 454 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $433 | 19 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $486 | 19 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $808 | 30 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,928 | 131 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,118 | 54 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $633 | 16 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $493 | 15 | Shares | Sole | 2023-11-03 | |
| No filing history on record for this holder in this stock. | ||||||