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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

DHC holding history

Diversified Healthcare Trust 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.

DHC overviewAll 13F holders of DHCFull Q2 2026 holdings

Shares (Q2 2026)
336
Value
$3.13K
% of portfolio
<0.1%
Quarters held
16
Since Q2 2022
Holdings of DHC by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026336$3.13K<0.1%+197+141.7%AddedHolders
Q1 2026139$923<0.1%+19+15.8%AddedHolders
Q4 2025120$582<0.1%00.0%UnchangedHolders
Q3 2025120$529<0.1%00.0%UnchangedHolders
Q2 2025120$429<0.1%+80+200.0%AddedHolders
Q1 202540$96<0.1%−8−16.7%ReducedHolders
Q4 202448$111<0.1%+25+108.7%AddedHolders
Q3 202423$96<0.1%00.0%UnchangedHolders
Q2 202423$77<0.1%00.0%UnchangedHolders
Q1 202423$54<0.1%00.0%UnchangedHolders
Q4 202323$86<0.1%00.0%UnchangedHolders
Q3 202323$45<0.1%00.0%UnchangedHolders
Q2 202323$52<0.1%00.0%UnchangedHolders
Q1 202323$31<0.1%00.0%UnchangedHolders
Q4 202223$15<0.1%+23NewHolders
Q3 20220$00.0%−802−100.0%Sold outHolders
Q2 2022802$1.00K<0.1%+802NewHolders