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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

ALX holding history

Alexanders 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.

ALX overviewAll 13F holders of ALXFull Q2 2026 holdings

Shares (Q2 2026)
61
Value
$16.8K
% of portfolio
<0.1%
Quarters held
13
Since Q2 2023
Holdings of ALX by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202661$16.8K<0.1%+17+38.6%AddedHolders
Q1 202644$10.4K<0.1%−3−6.4%ReducedHolders
Q4 202547$10.2K<0.1%−31−39.7%ReducedHolders
Q3 202578$18.3K<0.1%−38−32.8%ReducedHolders
Q2 2025116$26.1K<0.1%+100+625.0%AddedHolders
Q1 202516$3.35K<0.1%+1+6.7%AddedHolders
Q4 202415$3.00K<0.1%+1+7.1%AddedHolders
Q3 202414$3.39K<0.1%00.0%UnchangedHolders
Q2 202414$3.39K<0.1%00.0%UnchangedHolders
Q1 202414$2.96K<0.1%00.0%UnchangedHolders
Q4 202314$2.99K<0.1%−15−51.7%ReducedHolders
Q3 202329$5.29K<0.1%00.0%UnchangedHolders
Q2 202329$5.33K<0.1%+29NewHolders