EverSource Wealth Advisors, LLC
Holdings in WTI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $41,545 | 25,489 | Shares | Sole | 2026-02-06 |
| 2025-09-30 | $48,232 | 26,502 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $45,048 | 27,303 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $427 | 276 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $623 | 376 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $1,350 | 628 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $419 | 196 | Shares | Sole | 2024-08-13 |
| 2024-03-31 | $1,033 | 390 | Shares | Sole | 2024-06-11 |
| 2023-12-31 | $5,141 | 1,577 | Shares | Sole | 2024-02-09 |
| 2023-09-30 | $2,868 | 655 | Shares | Sole | 2023-11-03 |
| 2023-06-30 | $2,534 | 655 | Shares | Sole | 2023-08-04 |
| 2023-03-31 | $3,327 | 655 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $3,654 | 655 | Shares | Sole | 2023-02-09 |
| 2022-09-30 | $3,838 | 655 | Shares | Sole | 2022-11-07 |
| 2022-06-30 | $2,829 | 655 | Shares | Sole | 2022-08-01 |
| 2022-03-31 | $2,502 | 655 | Shares | Sole | 2022-05-25 |
| 2021-12-31 | $2,115 | 655 | Shares | Sole | 2022-02-17 |