EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- Latest filing
- Jul 24, 2026
AEL holding history
American National Group 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.
AEL overviewAll 13F holders of AELFull Q2 2026 holdings
- Shares (Q2 2024)
- 0
- Sold out in Q2 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 10
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2024 | 0 | $0 | 0.0% | −861−100.0% | Sold out | Holders |
| Q1 2024 | 861 | $48.3K | <0.1% | +1+0.1% | Added | Holders |
| Q4 2023 | 860 | $48.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2023 | 860 | $46.1K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 860 | $44.8K | <0.1% | +353+69.6% | Added | Holders |
| Q1 2023 | 507 | $18.5K | <0.1% | −183−26.5% | Reduced | Holders |
| Q4 2022 | 690 | $31.5K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2022 | 690 | $26.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2022 | 690 | $26.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2022 | 690 | $27.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2021 | 690 | $27.0K | <0.1% | – | No prior filing | Holders |