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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

AMT holding history

American Tower 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.

AMT overviewAll 13F holders of AMTFull Q2 2026 holdings

Shares (Q2 2026)
4,378
Value
$716.1K
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of AMT by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,378$716.1K<0.1%+1,254+40.1%AddedHolders
Q1 20263,124$539.0K<0.1%−735−19.0%ReducedHolders
Q4 20253,859$677.7K<0.1%+2,101+119.5%AddedHolders
Q3 20251,758$338.2K<0.1%−1,124−39.0%ReducedHolders
Q2 20252,882$637.2K<0.1%+884+44.2%AddedHolders
Q1 20251,998$434.8K<0.1%+45+2.3%AddedHolders
Q4 20241,953$358.1K<0.1%+939+92.6%AddedHolders
Q3 20241,014$235.9K<0.1%+79+8.4%AddedHolders
Q2 2024935$205.9K<0.1%+28+3.1%AddedHolders
Q1 2024907$155.7K<0.1%+176+24.1%AddedHolders
Q4 2023731$157.8K<0.1%+85+13.2%AddedHolders
Q3 2023646$106.3K<0.1%+13+2.1%AddedHolders
Q2 2023633$122.8K<0.1%−214−25.3%ReducedHolders
Q1 2023847$173.2K<0.1%−134−13.7%ReducedHolders
Q4 2022981$207.8K<0.1%−403−29.1%ReducedHolders
Q3 20221,384$296.0K0.1%+84+6.5%AddedHolders
Q2 20221,300$332.0K0.1%−658−33.6%ReducedHolders
Q1 20221,958$492.0K0.1%+428+28.0%AddedHolders
Q4 20211,530$448.0K0.1%–No prior filingHolders