EverSource Wealth Advisors, LLC
Holdings in WPP
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $11,812 | 526 | Shares | Sole | 2026-02-06 |
| 2025-09-30 | $11,221 | 448 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $22,265 | 636 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $20,725 | 546 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $33,767 | 657 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $60,161 | 1,176 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $503 | 11 | Shares | Sole | 2024-08-13 |
| 2024-03-31 | $11,659 | 246 | Shares | Sole | 2024-06-11 |
| 2023-12-31 | $38,767 | 815 | Shares | Sole | 2024-02-09 |
| 2023-09-30 | $42,083 | 944 | Shares | Sole | 2023-11-03 |
| 2023-06-30 | $29,276 | 560 | Shares | Sole | 2023-08-04 |
| 2023-03-31 | $26,664 | 448 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $52,501 | 1,068 | Shares | Sole | 2023-02-09 |
| 2022-09-30 | $30,768 | 747 | Shares | Sole | 2022-11-07 |
| 2022-06-30 | $26,660 | 527 | Shares | Sole | 2022-08-01 |
| 2022-03-31 | $59,044 | 902 | Shares | Sole | 2022-05-25 |
| 2021-12-31 | $21,305 | 282 | Shares | Sole | 2022-02-17 |