Skip to main content

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

ADT holding history

ADT 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.

ADT overviewAll 13F holders of ADTFull Q2 2026 holdings

Shares (Q2 2026)
12,949
Value
$84.2K
% of portfolio
<0.1%
Quarters held
14
Since Q3 2022
Holdings of ADT by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,949$84.2K<0.1%−22,534−63.5%ReducedHolders
Q1 202635,483$233.1K<0.1%−26,826−43.1%ReducedHolders
Q4 202562,309$502.8K<0.1%+11,344+22.3%AddedHolders
Q3 202550,965$443.9K<0.1%+29,482+137.2%AddedHolders
Q2 202521,483$182.0K<0.1%+16,646+344.1%AddedHolders
Q1 20254,837$39.4K<0.1%+2,780+135.1%AddedHolders
Q4 20242,057$14.2K<0.1%+2,003+3,709.3%AddedHolders
Q3 202454$390<0.1%00.0%UnchangedHolders
Q2 202454$420<0.1%+35+184.2%AddedHolders
Q1 202419$124<0.1%+19NewHolders
Q3 20230$00.0%−113−100.0%Sold outHolders
Q2 2023113$681<0.1%00.0%UnchangedHolders
Q1 2023113$817<0.1%00.0%UnchangedHolders
Q4 2022113$1.02K<0.1%−25−18.1%ReducedHolders
Q3 2022138$1.00K<0.1%+138NewHolders