EverSource Wealth Advisors, LLC

SEC CIK: 0001710537
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

COSO holding history

CoastalSouth Bancshares, 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.

COSO overview All 13F holders of COSO Full Q2 2026 holdings

Shares (Q2 2026): 32
Value: $860
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of COSO by EverSource Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	32	$860	<0.1%	+19+146.2%	Added	Holders
Q1 2026	13	$319	<0.1%	+2+18.2%	Added	Holders
Q4 2025	11	$256	<0.1%	+11	New	Holders