EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- Latest filing
- Jul 24, 2026
CSV holding history
Carriage Services 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.
CSV overviewAll 13F holders of CSVFull Q2 2026 holdings
- Shares (Q2 2026)
- 34
- Value
- $1.30K
- % of portfolio
- <0.1%
- Quarters held
- 7
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 34 | $1.30K | <0.1% | −7−17.1% | Reduced | Holders |
| Q1 2026 | 41 | $1.87K | <0.1% | −65−61.3% | Reduced | Holders |
| Q4 2025 | 106 | $4.48K | <0.1% | −247−70.0% | Reduced | Holders |
| Q3 2025 | 353 | $15.7K | <0.1% | +219+163.4% | Added | Holders |
| Q2 2025 | 134 | $6.13K | <0.1% | +124+1,240.0% | Added | Holders |
| Q1 2025 | 10 | $388 | <0.1% | +4+66.7% | Added | Holders |
| Q4 2024 | 6 | $239 | <0.1% | +6 | New | Holders |