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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

DOW holding history

Dow 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.

DOW overviewAll 13F holders of DOWFull Q2 2026 holdings

Shares (Q2 2026)
10,300
Value
$281.8K
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of DOW by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,300$281.8K<0.1%−3,234−23.9%ReducedHolders
Q1 202613,534$563.7K<0.1%+10,534+351.1%AddedHolders
Q4 20253,000$70.1K<0.1%−1,793−37.4%ReducedHolders
Q3 20254,793$109.9K<0.1%−1,581−24.8%ReducedHolders
Q2 20256,374$168.8K<0.1%+2,624+70.0%AddedHolders
Q1 20253,750$130.9K<0.1%−4−0.1%ReducedHolders
Q4 20243,754$150.6K<0.1%+1,044+38.5%AddedHolders
Q3 20242,710$148.1K<0.1%+62+2.3%AddedHolders
Q2 20242,648$144.2K<0.1%+254+10.6%AddedHolders
Q1 20242,394$136.2K<0.1%−301−11.2%ReducedHolders
Q4 20232,695$147.8K<0.1%+221+8.9%AddedHolders
Q3 20232,474$127.5K<0.1%−15−0.6%ReducedHolders
Q2 20232,489$132.6K<0.1%−249−9.1%ReducedHolders
Q1 20232,738$150.1K<0.1%−72−2.6%ReducedHolders
Q4 20222,810$141.6K<0.1%+2,126+310.8%AddedHolders
Q3 2022684$30.0K<0.1%−647−48.6%ReducedHolders
Q2 20221,331$68.0K<0.1%+4+0.3%AddedHolders
Q1 20221,327$84.0K<0.1%+923+228.5%AddedHolders
Q4 2021404$24.0K<0.1%–No prior filingHolders