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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

AMRC holding history

Ameresco, 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.

AMRC overviewAll 13F holders of AMRCFull Q2 2026 holdings

Shares (Q2 2026)
194
Value
$5.35K
% of portfolio
<0.1%
Quarters held
10
Since Q1 2024
Holdings of AMRC by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026194$5.35K<0.1%−14−6.7%ReducedHolders
Q1 2026208$5.30K<0.1%+5+2.5%AddedHolders
Q4 2025203$5.95K<0.1%+40+24.5%AddedHolders
Q3 2025163$5.47K<0.1%00.0%UnchangedHolders
Q2 2025163$2.48K<0.1%+3+1.9%AddedHolders
Q1 2025160$1.93K<0.1%+143+841.2%AddedHolders
Q4 202417$399<0.1%−92−84.4%ReducedHolders
Q3 2024109$4.13K<0.1%00.0%UnchangedHolders
Q2 2024109$3.44K<0.1%+6+5.8%AddedHolders
Q1 2024103$2.16K<0.1%+103NewHolders