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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

CON holding history

Concentra Group Holdings Parent, 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.

CON overviewAll 13F holders of CONFull Q2 2026 holdings

Shares (Q2 2026)
1,410
Value
$41.9K
% of portfolio
<0.1%
Quarters held
7
Since Q4 2024
Holdings of CON by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,410$41.9K<0.1%+1,171+490.0%AddedHolders
Q1 2026239$5.13K<0.1%−160−40.1%ReducedHolders
Q4 2025399$7.85K<0.1%−671−62.7%ReducedHolders
Q3 20251,070$22.4K<0.1%−125−10.5%ReducedHolders
Q2 20251,195$24.6K<0.1%+663+124.6%AddedHolders
Q1 2025532$11.5K<0.1%+43+8.8%AddedHolders
Q4 2024489$9.67K<0.1%+489NewHolders