EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- Latest filing
- Jul 24, 2026
ADV holding history
Advantage Solutions 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.
ADV overviewAll 13F holders of ADVFull Q2 2026 holdings
- Shares (Q2 2026)
- 76
- Value
- $3.29K
- % of portfolio
- <0.1%
- Quarters held
- 13
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 76 | $3.29K | <0.1% | +25+49.0% | Added | Holders |
| Q1 2026 | 51 | $1.08K | <0.1% | −54−51.6% | ReducedConverted for a 1-for-25 split | Holders |
| Q4 2025 | 2,632 | $2.32K | <0.1% | −1,022−28.0% | Reduced | Holders |
| Q3 2025 | 3,654 | $5.59K | <0.1% | −1,501−29.1% | Reduced | Holders |
| Q2 2025 | 5,155 | $6.80K | <0.1% | +4,281+489.8% | Added | Holders |
| Q1 2025 | 874 | $1.32K | <0.1% | −5−0.6% | Reduced | Holders |
| Q4 2024 | 879 | $2.57K | <0.1% | +91+11.5% | Added | Holders |
| Q3 2024 | 788 | $2.70K | <0.1% | +788 | New | Holders |
| Q2 2023 | 0 | $0 | 0.0% | −1,011−100.0% | Sold out | Holders |
| Q1 2023 | 1,011 | $1.60K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 1,011 | $2.10K | <0.1% | −6−0.6% | Reduced | Holders |
| Q3 2022 | 1,017 | $2.00K | <0.1% | +660+184.9% | Added | Holders |
| Q2 2022 | 357 | $1.00K | <0.1% | +357 | New | Holders |
| Q1 2022 | 0 | $0 | 0.0% | −632−100.0% | Sold out | Holders |
| Q4 2021 | 632 | $5.00K | <0.1% | – | No prior filing | Holders |