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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

AVD holding history

American Vanguard 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.

AVD overviewAll 13F holders of AVDFull Q2 2026 holdings

Shares (Q2 2026)
533
Value
$1.49K
% of portfolio
<0.1%
Quarters held
15
Since Q1 2022
Holdings of AVD by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026533$1.49K<0.1%−91−14.6%ReducedHolders
Q1 2026624$1.55K<0.1%−136−17.9%ReducedHolders
Q4 2025760$2.90K<0.1%−116−13.2%ReducedHolders
Q3 2025876$5.03K<0.1%−188−17.7%ReducedHolders
Q2 20251,064$4.17K<0.1%+907+577.7%AddedHolders
Q1 2025157$691<0.1%+60+61.9%AddedHolders
Q4 202497$449<0.1%+97NewHolders
Q2 20240$00.0%−217−100.0%Sold outHolders
Q1 2024217$2.47K<0.1%−392−64.4%ReducedHolders
Q4 2023609$6.68K<0.1%+609NewHolders
Q3 20230$00.0%−306−100.0%Sold outHolders
Q2 2023306$5.47K<0.1%−46−13.1%ReducedHolders
Q1 2023352$7.70K<0.1%−96−21.4%ReducedHolders
Q4 2022448$9.73K<0.1%+46+11.4%AddedHolders
Q3 2022402$8.00K<0.1%00.0%UnchangedHolders
Q2 2022402$9.00K<0.1%00.0%UnchangedHolders
Q1 2022402$8.00K<0.1%+402NewHolders