Skip to main content

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

CI holding history

Cigna Group 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.

CI overviewAll 13F holders of CIFull Q2 2026 holdings

Shares (Q2 2026)
2,169
Value
$598.1K
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of CI by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,169$598.1K<0.1%−943−30.3%ReducedHolders
Q1 20263,112$830.4K<0.1%+1,608+106.9%AddedHolders
Q4 20251,504$414.2K<0.1%+389+34.9%AddedHolders
Q3 20251,115$321.8K<0.1%−428−27.7%ReducedHolders
Q2 20251,543$510.3K<0.1%+272+21.4%AddedHolders
Q1 20251,271$418.1K<0.1%+374+41.7%AddedHolders
Q4 2024897$247.7K<0.1%−54−5.7%ReducedHolders
Q3 2024951$329.4K<0.1%−33−3.4%ReducedHolders
Q2 2024984$342.9K<0.1%+125+14.6%AddedHolders
Q1 2024859$306.5K<0.1%−123−12.5%ReducedHolders
Q4 2023982$294.0K<0.1%−61−5.8%ReducedHolders
Q3 20231,043$298.2K<0.1%−75−6.7%ReducedHolders
Q2 20231,118$313.7K<0.1%−110−9.0%ReducedHolders
Q1 20231,228$313.7K<0.1%+70+6.0%AddedHolders
Q4 20221,158$383.8K0.1%+197+20.5%AddedHolders
Q3 2022961$266.0K0.1%−90−8.6%ReducedHolders
Q2 20221,051$276.0K0.1%+511+94.6%AddedHolders
Q1 2022540$130.0K<0.1%+78+16.9%AddedHolders
Q4 2021462$106.0K<0.1%–No prior filingHolders