Skip to main content

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

CTOS holding history

Custom Truck One Source, 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.

CTOS overviewAll 13F holders of CTOSFull Q2 2026 holdings

Shares (Q2 2026)
1,165
Value
$13.8K
% of portfolio
<0.1%
Quarters held
6
Since Q1 2025
Holdings of CTOS by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,165$13.8K<0.1%+67+6.1%AddedHolders
Q1 20261,098$7.21K<0.1%+561+104.5%AddedHolders
Q4 2025537$3.09K<0.1%+7+1.3%AddedHolders
Q3 2025530$3.40K<0.1%00.0%UnchangedHolders
Q2 2025530$2.62K<0.1%+54+11.3%AddedHolders
Q1 2025476$2.01K<0.1%+476NewHolders