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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

ARDC holding history

Ares Dynamic Credit Allocation Fund, 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.

ARDC overviewAll 13F holders of ARDCFull Q2 2026 holdings

Shares (Q2 2026)
2,552
Value
$32.2K
% of portfolio
<0.1%
Quarters held
9
Since Q3 2022
Holdings of ARDC by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,552$32.2K<0.1%00.0%UnchangedHolders
Q1 20262,552$31.0K<0.1%00.0%UnchangedHolders
Q4 20252,552$33.9K<0.1%+957+60.0%AddedHolders
Q3 20251,595$22.4K<0.1%+538+50.9%AddedHolders
Q2 20251,057$15.0K<0.1%+1,057NewHolders
Q3 20230$00.0%−91−100.0%Sold outHolders
Q2 202391$1.12K<0.1%00.0%UnchangedHolders
Q1 202391$1.09K<0.1%00.0%UnchangedHolders
Q4 202291$1.05K<0.1%00.0%UnchangedHolders
Q3 202291$1.00K<0.1%+91NewHolders