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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

DEI holding history

Douglas Emmett 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.

DEI overviewAll 13F holders of DEIFull Q2 2026 holdings

Shares (Q2 2026)
3,780
Value
$44.6K
% of portfolio
<0.1%
Quarters held
16
Since Q3 2022
Holdings of DEI by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,780$44.6K<0.1%+1,295+52.1%AddedHolders
Q1 20262,485$23.4K<0.1%+769+44.8%AddedHolders
Q4 20251,716$18.9K<0.1%+264+18.2%AddedHolders
Q3 20251,452$22.6K<0.1%−242−14.3%ReducedHolders
Q2 20251,694$25.5K<0.1%+1,166+220.8%AddedHolders
Q1 2025528$8.45K<0.1%−59−10.1%ReducedHolders
Q4 2024587$10.9K<0.1%−245−29.4%ReducedHolders
Q3 2024832$14.6K<0.1%+39+4.9%AddedHolders
Q2 2024793$12.8K<0.1%+8+1.0%AddedHolders
Q1 2024785$10.8K<0.1%−36−4.4%ReducedHolders
Q4 2023821$11.9K<0.1%−488−37.3%ReducedHolders
Q3 20231,309$16.7K<0.1%−132−9.2%ReducedHolders
Q2 20231,441$18.1K<0.1%+296+25.9%AddedHolders
Q1 20231,145$14.1K<0.1%+421+58.1%AddedHolders
Q4 2022724$11.4K<0.1%+586+424.6%AddedHolders
Q3 2022138$2.00K<0.1%+138NewHolders