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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

BLK holding history

BlackRock, 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.

BLK overviewAll 13F holders of BLKFull Q2 2026 holdings

Shares (Q2 2026)
1,156
Value
$1.11M
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of BLK by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,156$1.11M<0.1%−170−12.8%ReducedHolders
Q1 20261,326$1.27M<0.1%+463+53.7%AddedHolders
Q4 2025863$924.5K<0.1%+98+12.8%AddedHolders
Q3 2025765$892.0K<0.1%−103−11.9%ReducedHolders
Q2 2025868$911.1K<0.1%+155+21.7%AddedHolders
Q1 2025713$674.9K<0.1%−33−4.4%ReducedHolders
Q4 2024746$765.1K<0.1%+257+52.6%AddedHolders
Q3 2024489$463.9K<0.1%+7+1.5%AddedHolders
Q2 2024482$422.4K<0.1%+24+5.2%AddedHolders
Q1 2024458$345.1K<0.1%−6−1.3%ReducedHolders
Q4 2023464$375.9K<0.1%+50+12.1%AddedHolders
Q3 2023414$267.6K<0.1%−29−6.5%ReducedHolders
Q2 2023443$306.2K<0.1%+1+0.2%AddedHolders
Q1 2023442$295.7K<0.1%−90−16.9%ReducedHolders
Q4 2022532$377.3K0.1%−272−33.8%ReducedHolders
Q3 2022804$444.0K0.1%+18+2.3%AddedHolders
Q2 2022786$478.0K0.1%−152−16.2%ReducedHolders
Q1 2022938$717.0K0.2%+227+31.9%AddedHolders
Q4 2021711$651.0K0.2%–No prior filingHolders