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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

DFH holding history

Dream Finders Homes, 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.

DFH overviewAll 13F holders of DFHFull Q2 2026 holdings

Shares (Q2 2026)
691
Value
$11.9K
% of portfolio
<0.1%
Quarters held
7
Since Q4 2024
Holdings of DFH by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026691$11.9K<0.1%+475+219.9%AddedHolders
Q1 2026216$3.01K<0.1%+200+1,250.0%AddedHolders
Q4 202516$274<0.1%−14−46.7%ReducedHolders
Q3 202530$778<0.1%00.0%UnchangedHolders
Q2 202530$754<0.1%−45−60.0%ReducedHolders
Q1 202575$1.69K<0.1%+68+971.4%AddedHolders
Q4 20247$163<0.1%+7NewHolders