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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

BFS holding history

Saul Centers, 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.

BFS overviewAll 13F holders of BFSFull Q2 2026 holdings

Shares (Q2 2026)
69
Value
$2.58K
% of portfolio
<0.1%
Quarters held
12
Since Q3 2023
Holdings of BFS by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202669$2.58K<0.1%−235−77.3%ReducedHolders
Q1 2026304$9.90K<0.1%00.0%UnchangedHolders
Q4 2025304$9.59K<0.1%−60−16.5%ReducedHolders
Q3 2025364$11.6K<0.1%+76+26.4%AddedHolders
Q2 2025288$9.83K<0.1%+252+700.0%AddedHolders
Q1 202536$1.30K<0.1%+22+157.1%AddedHolders
Q4 202414$543<0.1%00.0%UnchangedHolders
Q3 202414$587<0.1%00.0%UnchangedHolders
Q2 202414$554<0.1%−13−48.1%ReducedHolders
Q1 202427$983<0.1%+13+92.9%AddedHolders
Q4 202314$550<0.1%−36−72.0%ReducedHolders
Q3 202350$1.76K<0.1%+50NewHolders