EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- Latest filing
- Jul 24, 2026
BWIN holding history
Baldwin Insurance Group, 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.
BWIN overviewAll 13F holders of BWINFull Q2 2026 holdings
- Shares (Q2 2026)
- 694
- Value
- $18.4K
- % of portfolio
- <0.1%
- Quarters held
- 9
- Since Q2 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 694 | $18.4K | <0.1% | −584−45.7% | Reduced | Holders |
| Q1 2026 | 1,278 | $28.0K | <0.1% | +900+238.1% | Added | Holders |
| Q4 2025 | 378 | $9.08K | <0.1% | +336+800.0% | Added | Holders |
| Q3 2025 | 42 | $1.19K | <0.1% | −227−84.4% | Reduced | Holders |
| Q2 2025 | 269 | $11.5K | <0.1% | +185+220.2% | Added | Holders |
| Q1 2025 | 84 | $3.75K | <0.1% | +60+250.0% | Added | Holders |
| Q4 2024 | 24 | $930 | <0.1% | +12+100.0% | Added | Holders |
| Q3 2024 | 12 | $598 | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 12 | $525 | <0.1% | +12 | New | Holders |