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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

BN holding history

BROOKFIELD Corp 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.

BN overviewAll 13F holders of BNFull Q2 2026 holdings

Shares (Q2 2026)
3,882
Value
$165.3K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of BN by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,882$165.3K<0.1%−1,079−21.7%ReducedHolders
Q1 20264,961$200.8K<0.1%−18−0.4%ReducedHolders
Q4 20254,979$228.5K<0.1%+2,097+72.8%AddedHolders
Q3 20252,882$197.6K<0.1%+592+25.9%AddedHolders
Q2 20252,290$141.7K<0.1%−77−3.3%ReducedHolders
Q1 20252,367$124.1K<0.1%+496+26.5%AddedHolders
Q4 20241,871$107.5K<0.1%−1,437−43.4%ReducedHolders
Q3 20243,308$175.8K<0.1%+145+4.6%AddedHolders
Q2 20243,163$154.2K<0.1%+2,057+186.0%AddedHolders
Q1 20241,106$44.4K<0.1%−178−13.9%ReducedHolders
Q4 20231,284$51.5K<0.1%−264−17.1%ReducedHolders
Q3 20231,548$48.4K<0.1%+501+47.9%AddedHolders
Q2 20231,047$35.2K<0.1%−897−46.1%ReducedHolders
Q1 20231,944$63.4K<0.1%+134+7.4%AddedHolders
Q4 20221,810$56.9K<0.1%+1,810NewHolders