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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

ACH holding history

Accendra Health 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.

ACH overviewAll 13F holders of ACHFull Q2 2026 holdings

Shares (Q2 2026)
381
Value
$1.30K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2021
Holdings of ACH by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026381$1.30K<0.1%−17−4.3%ReducedHolders
Q1 2026398$907<0.1%−382−49.0%ReducedHolders
Q4 2025780$2.18K<0.1%+354+83.1%AddedHolders
Q3 2025426$2.04K<0.1%−836−66.2%ReducedHolders
Q2 20251,262$11.5K<0.1%−8−0.6%ReducedHolders
Q1 20251,270$11.5K<0.1%+1,270NewHolders
Q4 20240$00.0%−16−100.0%Sold outHolders
Q3 202416$251<0.1%+16NewHolders
Q2 20240$00.0%−284−100.0%Sold outHolders
Q1 2024284$7.03K<0.1%+45+18.8%AddedHolders
Q4 2023239$4.61K<0.1%+239NewHolders
Q3 20230$00.0%−387−100.0%Sold outHolders
Q2 2023387$7.37K<0.1%+211+119.9%AddedHolders
Q1 2023176$2.56K<0.1%−204−53.7%ReducedHolders
Q4 2022380$7.42K<0.1%+380NewHolders
Q3 20220$00.0%−202−100.0%Sold outHolders
Q2 2022202$6.00K<0.1%−349−63.3%ReducedHolders
Q1 2022551$24.0K<0.1%−85−13.4%ReducedHolders
Q4 2021636$28.0K<0.1%–No prior filingHolders