EverSource Wealth Advisors, LLC
Holdings in WSBF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $31,591 | 1,909 | Shares | Sole | 2026-02-06 |
| 2025-09-30 | $34,615 | 2,219 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $25,892 | 1,875 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $3,832 | 285 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $3,790 | 282 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $4,145 | 282 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $3,606 | 282 | Shares | Sole | 2024-08-13 |
| 2024-03-31 | $2,324 | 191 | Shares | Sole | 2024-06-11 |
| 2023-12-31 | $4,004 | 282 | Shares | Sole | 2024-02-09 |
| 2023-09-30 | $1,258 | 115 | Shares | Sole | 2023-11-03 |