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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

ATI holding history

Ati 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.

ATI overviewAll 13F holders of ATIFull Q2 2026 holdings

Shares (Q2 2026)
2,557
Value
$504.0K
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of ATI by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,557$504.0K<0.1%−1,199−31.9%ReducedHolders
Q1 20263,756$546.3K<0.1%−111−2.9%ReducedHolders
Q4 20253,867$443.8K<0.1%+910+30.8%AddedHolders
Q3 20252,957$240.5K<0.1%−13−0.4%ReducedHolders
Q2 20252,970$256.4K<0.1%+1,429+92.7%AddedHolders
Q1 20251,541$80.2K<0.1%−188−10.9%ReducedHolders
Q4 20241,729$95.2K<0.1%+288+20.0%AddedHolders
Q3 20241,441$96.4K<0.1%+3+0.2%AddedHolders
Q2 20241,438$97.4K<0.1%+85+6.3%AddedHolders
Q1 20241,353$80.8K<0.1%+1,010+294.5%AddedHolders
Q4 2023343$15.6K<0.1%−31−8.3%ReducedHolders
Q3 2023374$15.4K<0.1%00.0%UnchangedHolders
Q2 2023374$16.5K<0.1%00.0%UnchangedHolders
Q1 2023374$14.8K<0.1%00.0%UnchangedHolders
Q4 2022374$11.2K<0.1%−73−16.3%ReducedHolders
Q3 2022447$12.0K<0.1%+115+34.6%AddedHolders
Q2 2022332$7.00K<0.1%+149+81.4%AddedHolders
Q1 2022183$5.00K<0.1%00.0%UnchangedHolders
Q4 2021183$3.00K<0.1%–No prior filingHolders