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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

DLTR holding history

Dollar Tree, 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.

DLTR overviewAll 13F holders of DLTRFull Q2 2026 holdings

Shares (Q2 2026)
1,309
Value
$158.3K
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of DLTR by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,309$158.3K<0.1%−593−31.2%ReducedHolders
Q1 20261,902$208.3K<0.1%+351+22.6%AddedHolders
Q4 20251,551$190.8K<0.1%+300+24.0%AddedHolders
Q3 20251,251$118.1K<0.1%−423−25.3%ReducedHolders
Q2 20251,674$165.8K<0.1%+1,316+367.6%AddedHolders
Q1 2025358$26.9K<0.1%+235+191.1%AddedHolders
Q4 2024123$9.22K<0.1%−596−82.9%ReducedHolders
Q3 2024719$50.6K<0.1%+62+9.4%AddedHolders
Q2 2024657$68.6K<0.1%+171+35.2%AddedHolders
Q1 2024486$57.5K<0.1%+110+29.3%AddedHolders
Q4 2023376$53.4K<0.1%+39+11.6%AddedHolders
Q3 2023337$35.9K<0.1%−46−12.0%ReducedHolders
Q2 2023383$55.0K<0.1%−105−21.5%ReducedHolders
Q1 2023488$70.1K<0.1%−4−0.8%ReducedHolders
Q4 2022492$69.6K<0.1%+23+4.9%AddedHolders
Q3 2022469$63.0K<0.1%+55+13.3%AddedHolders
Q2 2022414$64.0K<0.1%−96−18.8%ReducedHolders
Q1 2022510$82.0K<0.1%−265−34.2%ReducedHolders
Q4 2021775$109.0K<0.1%–No prior filingHolders