Skip to main content

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

AMPY holding history

Amplify Energy Corp. 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.

AMPY overviewAll 13F holders of AMPYFull Q2 2026 holdings

Shares (Q2 2026)
1,503
Value
$5.98K
% of portfolio
<0.1%
Quarters held
10
Since Q4 2023
Holdings of AMPY by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,503$5.98K<0.1%−3,277−68.6%ReducedHolders
Q1 20264,780$29.8K<0.1%−379−7.3%ReducedHolders
Q4 20255,159$23.6K<0.1%−335−6.1%ReducedHolders
Q3 20255,494$28.8K<0.1%+286+5.5%AddedHolders
Q2 20255,208$16.7K<0.1%+5,208NewHolders
Q1 20250$00.0%−516−100.0%Sold outHolders
Q4 2024516$3.10K<0.1%+255+97.7%AddedHolders
Q3 2024261$1.70K<0.1%00.0%UnchangedHolders
Q2 2024261$1.96K<0.1%00.0%UnchangedHolders
Q1 2024261$1.84K<0.1%00.0%UnchangedHolders
Q4 2023261$1.55K<0.1%+261NewHolders