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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

DK holding history

Delek US Holdings, 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.

DK overviewAll 13F holders of DKFull Q2 2026 holdings

Shares (Q2 2026)
414
Value
$21.0K
% of portfolio
<0.1%
Quarters held
9
Since Q2 2024
Holdings of DK by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026414$21.0K<0.1%−693−62.6%ReducedHolders
Q1 20261,107$49.9K<0.1%+139+14.4%AddedHolders
Q4 2025968$28.7K<0.1%+614+173.4%AddedHolders
Q3 2025354$11.4K<0.1%+148+71.8%AddedHolders
Q2 2025206$4.36K<0.1%+186+930.0%AddedHolders
Q1 202520$301<0.1%−60−75.0%ReducedHolders
Q4 202480$1.48K<0.1%+61+321.1%AddedHolders
Q3 202419$356<0.1%00.0%UnchangedHolders
Q2 202419$452<0.1%+19NewHolders