EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- Latest filing
- Jul 24, 2026
AMG holding history
Affiliated Managers 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.
AMG overviewAll 13F holders of AMGFull Q2 2026 holdings
- Shares (Q2 2026)
- 102
- Value
- $34.5K
- % of portfolio
- <0.1%
- Quarters held
- 16
- Since Q3 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 102 | $34.5K | <0.1% | −77−43.0% | Reduced | Holders |
| Q1 2026 | 179 | $49.5K | <0.1% | +56+45.5% | Added | Holders |
| Q4 2025 | 123 | $35.5K | <0.1% | −113−47.9% | Reduced | Holders |
| Q3 2025 | 236 | $56.3K | <0.1% | −45−16.0% | Reduced | Holders |
| Q2 2025 | 281 | $55.3K | <0.1% | +133+89.9% | Added | Holders |
| Q1 2025 | 148 | $24.9K | <0.1% | +37+33.3% | Added | Holders |
| Q4 2024 | 111 | $20.5K | <0.1% | +13+13.3% | Added | Holders |
| Q3 2024 | 98 | $17.4K | <0.1% | −302−75.5% | Reduced | Holders |
| Q2 2024 | 400 | $74.2K | <0.1% | −107−21.1% | Reduced | Holders |
| Q1 2024 | 507 | $79.1K | <0.1% | +24+5.0% | Added | Holders |
| Q4 2023 | 483 | $73.1K | <0.1% | +41+9.3% | Added | Holders |
| Q3 2023 | 442 | $57.6K | <0.1% | +16+3.8% | Added | Holders |
| Q2 2023 | 426 | $63.9K | <0.1% | +102+31.5% | Added | Holders |
| Q1 2023 | 324 | $46.1K | <0.1% | +20+6.6% | Added | Holders |
| Q4 2022 | 304 | $48.2K | <0.1% | −219−41.9% | Reduced | Holders |
| Q3 2022 | 523 | $58.0K | <0.1% | +523 | New | Holders |