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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

ACIC holding history

American Coastal Insurance Corp 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.

ACIC overviewAll 13F holders of ACICFull Q2 2026 holdings

Shares (Q2 2026)
35
Value
$388
% of portfolio
<0.1%
Quarters held
11
Since Q4 2021
Holdings of ACIC by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202635$388<0.1%−55−61.1%ReducedHolders
Q1 202690$1.01K<0.1%−15−14.3%ReducedHolders
Q4 2025105$1.33K<0.1%00.0%UnchangedHolders
Q3 2025105$1.20K<0.1%+82+356.5%AddedHolders
Q2 202523$256<0.1%−24−51.1%ReducedHolders
Q1 202547$544<0.1%+33+235.7%AddedHolders
Q4 202414$188<0.1%+14NewHolders
Q4 20230$00.0%−140−100.0%Sold outHolders
Q3 2023140$1.03K<0.1%00.0%UnchangedHolders
Q2 2023140$624<0.1%+140NewHolders
Q2 20220$00.0%−984−100.0%Sold outHolders
Q1 2022984$3.00K<0.1%00.0%UnchangedHolders
Q4 2021984$5.00K<0.1%–No prior filingHolders