EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- Latest filing
- Jul 24, 2026
AAMI holding history
Acadian Asset Management Inc. in every 13F filed by EverSource Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
AAMI overviewAll 13F holders of AAMIFull Q2 2026 holdings
- Shares (Q2 2026)
- 515
- Value
- $36.8K
- % of portfolio
- <0.1%
- Quarters held
- 15
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 515 | $36.8K | <0.1% | −252−32.9% | Reduced | Holders |
| Q1 2026 | 767 | $41.7K | <0.1% | −2−0.3% | Reduced | Holders |
| Q4 2025 | 769 | $36.1K | <0.1% | −126−14.1% | Reduced | Holders |
| Q3 2025 | 895 | $43.1K | <0.1% | +27+3.1% | Added | Holders |
| Q2 2025 | 868 | $30.6K | <0.1% | +521+150.1% | Added | Holders |
| Q1 2025 | 347 | $8.97K | <0.1% | +1+0.3% | Added | Holders |
| Q4 2024 | 346 | $9.11K | <0.1% | +42+13.8% | Added | Holders |
| Q3 2024 | 304 | $7.72K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 304 | $7.96K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 304 | $6.76K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 304 | $5.83K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2023 | 304 | $5.89K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 304 | $6.37K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 304 | $7.17K | <0.1% | −92−23.2% | Reduced | Holders |
| Q4 2022 | 396 | $8.15K | <0.1% | +396 | New | Holders |