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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

ASR holding history

Southeast Airport Group 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.

ASR overviewAll 13F holders of ASRFull Q2 2026 holdings

Shares (Q2 2026)
61
Value
$18.7K
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of ASR by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202661$18.7K<0.1%−92−60.1%ReducedHolders
Q1 2026153$51.4K<0.1%−3−1.9%ReducedHolders
Q4 2025156$50.5K<0.1%+1+0.6%AddedHolders
Q3 2025155$50.1K<0.1%−1−0.6%ReducedHolders
Q2 2025156$49.7K<0.1%+138+766.7%AddedHolders
Q1 202518$4.93K<0.1%+5+38.5%AddedHolders
Q4 202413$3.35K<0.1%−36−73.5%ReducedHolders
Q3 202449$13.9K<0.1%−19−27.9%ReducedHolders
Q2 202468$20.4K<0.1%+15+28.3%AddedHolders
Q1 202453$18.3K<0.1%+2+3.9%AddedHolders
Q4 202351$15.0K<0.1%+40+363.6%AddedHolders
Q3 202311$2.70K<0.1%+4+57.1%AddedHolders
Q2 20237$1.94K<0.1%00.0%UnchangedHolders
Q1 20237$2.15K<0.1%00.0%UnchangedHolders
Q4 20227$1.63K<0.1%00.0%UnchangedHolders
Q3 20227$1.00K<0.1%00.0%UnchangedHolders
Q2 20227$1.00K<0.1%00.0%UnchangedHolders
Q1 20227$2.00K<0.1%00.0%UnchangedHolders
Q4 20217$1.00K<0.1%–No prior filingHolders