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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

ACT holding history

Enact Holdings, 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.

ACT overviewAll 13F holders of ACTFull Q2 2026 holdings

Shares (Q2 2026)
1,454
Value
$66.5K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of ACT by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,454$66.5K<0.1%−307−17.4%ReducedHolders
Q1 20261,761$71.9K<0.1%+24+1.4%AddedHolders
Q4 20251,737$68.9K<0.1%−1,008−36.7%ReducedHolders
Q3 20252,745$105.2K<0.1%−483−15.0%ReducedHolders
Q2 20253,228$119.9K<0.1%+2,616+427.5%AddedHolders
Q1 2025612$21.3K<0.1%+343+127.5%AddedHolders
Q4 2024269$8.71K<0.1%−292−52.0%ReducedHolders
Q3 2024561$20.4K<0.1%+80+16.6%AddedHolders
Q2 2024481$16.4K<0.1%+104+27.6%AddedHolders
Q1 2024377$11.2K<0.1%+317+528.3%AddedHolders
Q4 202360$1.73K<0.1%+20+50.0%AddedHolders
Q3 202340$1.09K<0.1%00.0%UnchangedHolders
Q2 202340$1.00K<0.1%00.0%UnchangedHolders
Q1 202340$914<0.1%00.0%UnchangedHolders
Q4 202240$965<0.1%+40NewHolders