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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

BDC holding history

Belden 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.

BDC overviewAll 13F holders of BDCFull Q2 2026 holdings

Shares (Q2 2026)
181
Value
$21.7K
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of BDC by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026181$21.7K<0.1%−237−56.7%ReducedHolders
Q1 2026418$48.0K<0.1%+83+24.8%AddedHolders
Q4 2025335$39.0K<0.1%+47+16.3%AddedHolders
Q3 2025288$34.6K<0.1%00.0%UnchangedHolders
Q2 2025288$33.4K<0.1%+165+134.1%AddedHolders
Q1 2025123$12.3K<0.1%+19+18.3%AddedHolders
Q4 2024104$11.7K<0.1%+8+8.3%AddedHolders
Q3 202496$11.2K<0.1%+10+11.6%AddedHolders
Q2 202486$7.97K<0.1%+3+3.6%AddedHolders
Q1 202483$6.75K<0.1%+1+1.2%AddedHolders
Q4 202382$6.33K<0.1%+28+51.9%AddedHolders
Q3 202354$5.21K<0.1%−24−30.8%ReducedHolders
Q2 202378$7.46K<0.1%+31+66.0%AddedHolders
Q1 202347$4.08K<0.1%+6+14.6%AddedHolders
Q4 202241$2.95K<0.1%00.0%UnchangedHolders
Q3 202241$2.00K<0.1%00.0%UnchangedHolders
Q2 202241$2.00K<0.1%00.0%UnchangedHolders
Q1 202241$2.00K<0.1%00.0%UnchangedHolders
Q4 202141$3.00K<0.1%–No prior filingHolders