EverSource Wealth Advisors, LLC
Holdings in WF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $317,054 | 5,393 | Shares | Sole | 2026-02-06 |
| 2025-09-30 | $402,145 | 7,162 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $350,993 | 7,058 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $233,457 | 6,994 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $105,125 | 3,364 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $234,815 | 6,572 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $170,580 | 5,324 | Shares | Sole | 2024-08-13 |
| 2024-03-31 | $112,175 | 3,459 | Shares | Sole | 2024-06-11 |
| 2023-12-31 | $244,113 | 8,078 | Shares | Sole | 2024-02-09 |
| 2023-09-30 | $191,281 | 6,976 | Shares | Sole | 2023-11-03 |
| 2023-06-30 | $176,980 | 6,567 | Shares | Sole | 2023-08-04 |
| 2023-03-31 | $3,259 | 124 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $19,270 | 700 | Shares | Sole | 2023-02-09 |
| 2022-09-30 | $69,013 | 3,092 | Shares | Sole | 2022-11-07 |
| 2022-06-30 | $88,770 | 3,139 | Shares | Sole | 2022-08-01 |
| 2022-03-31 | $7,568 | 201 | Shares | Sole | 2022-05-25 |
| 2021-12-31 | $6,457 | 201 | Shares | Sole | 2022-02-17 |