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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

BCS holding history

Barclays PLC 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.

BCS overviewAll 13F holders of BCSFull Q2 2026 holdings

Shares (Q2 2026)
14,680
Value
$394.3K
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of BCS by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,680$394.3K<0.1%−5,180−26.1%ReducedHolders
Q1 202619,860$420.2K<0.1%+4,821+32.1%AddedHolders
Q4 202515,039$382.7K<0.1%+1,451+10.7%AddedHolders
Q3 202513,588$280.9K<0.1%+833+6.5%AddedHolders
Q2 202512,755$237.1K<0.1%+2,663+26.4%AddedHolders
Q1 202510,092$155.0K<0.1%−10,860−51.8%ReducedHolders
Q4 202420,952$278.5K<0.1%+16,418+362.1%AddedHolders
Q3 20244,534$55.1K<0.1%+308+7.3%AddedHolders
Q2 20244,226$50.4K<0.1%+579+15.9%AddedHolders
Q1 20243,647$37.3K<0.1%+1,524+71.8%AddedHolders
Q4 20232,123$16.7K<0.1%+1,001+89.2%AddedHolders
Q3 20231,122$8.74K<0.1%+804+252.8%AddedHolders
Q2 2023318$2.50K<0.1%−299−48.5%ReducedHolders
Q1 2023617$4.44K<0.1%+270+77.8%AddedHolders
Q4 2022347$2.71K<0.1%−8,897−96.2%ReducedHolders
Q3 20229,244$59.0K<0.1%+8,190+777.0%AddedHolders
Q2 20221,054$8.00K<0.1%+382+56.8%AddedHolders
Q1 2022672$5.00K<0.1%−8,376−92.6%ReducedHolders
Q4 20219,048$93.0K<0.1%–No prior filingHolders