Skip to main content

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

ALEC holding history

Alector, 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.

ALEC overviewAll 13F holders of ALECFull Q2 2026 holdings

Shares (Q2 2026)
1,309
Value
$2.63K
% of portfolio
<0.1%
Quarters held
8
Since Q3 2023
Holdings of ALEC by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,309$2.63K<0.1%+422+47.6%AddedHolders
Q1 2026887$1.91K<0.1%+383+76.0%AddedHolders
Q4 2025504$786<0.1%−684−57.6%ReducedHolders
Q3 20251,188$3.52K<0.1%+939+377.1%AddedHolders
Q2 2025249$349<0.1%−705−73.9%ReducedHolders
Q1 2025954$1.17K<0.1%+111+13.2%AddedHolders
Q4 2024843$1.59K<0.1%+843NewHolders
Q4 20230$00.0%−225−100.0%Sold outHolders
Q3 2023225$1.46K<0.1%+225NewHolders