EverSource Wealth Advisors, LLC

SEC CIK: 0001710537
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

BIRD holding history

Smartbird, 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.

BIRD overview All 13F holders of BIRD Full Q2 2026 holdings

Shares (Q2 2026): 100
Value: $400
% of portfolio: <0.1%
Quarters held: 2; Since Q4 2022

Holdings of BIRD by EverSource Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	100	$400	<0.1%	+100	New	Holders
Q1 2023	0	$0	0.0%	−3,130−100.0%	Sold out	Holders
Q4 2022	3,130	$7.58K	<0.1%	+3,130	New	Holders