EverSource Wealth Advisors, LLC

SEC CIK: 0001710537
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

CZWI holding history

Citizens Community Bancorp 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.

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

Shares (Q2 2026): 39
Value: $911
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of CZWI by EverSource Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	39	$911	<0.1%	+1+2.6%	Added	Holders
Q1 2026	38	$752	<0.1%	+8+26.7%	Added	Holders
Q4 2025	30	$535	<0.1%	+12+66.7%	Added	Holders
Q3 2025	18	$289	<0.1%	+18	New	Holders