Skip to main content

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

DTM holding history

DT Midstream, 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.

DTM overviewAll 13F holders of DTMFull Q2 2026 holdings

Shares (Q2 2026)
4,437
Value
$651.2K
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of DTM by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,437$651.2K<0.1%−962−17.8%ReducedHolders
Q1 20265,399$727.2K<0.1%+883+19.6%AddedHolders
Q4 20254,516$540.5K<0.1%−235−4.9%ReducedHolders
Q3 20254,751$537.2K<0.1%−110−2.3%ReducedHolders
Q2 20254,861$534.3K<0.1%+1,252+34.7%AddedHolders
Q1 20253,609$348.1K<0.1%+190+5.6%AddedHolders
Q4 20243,419$340.0K<0.1%+552+19.3%AddedHolders
Q3 20242,867$225.5K<0.1%+113+4.1%AddedHolders
Q2 20242,754$207.5K<0.1%+1,789+185.4%AddedHolders
Q1 2024965$60.0K<0.1%+713+282.9%AddedHolders
Q4 2023252$13.8K<0.1%+5+2.0%AddedHolders
Q3 2023247$13.1K<0.1%+10+4.2%AddedHolders
Q2 2023237$11.7K<0.1%+145+157.6%AddedHolders
Q1 202392$4.54K<0.1%+5+5.7%AddedHolders
Q4 202287$4.81K<0.1%00.0%UnchangedHolders
Q3 202287$5.00K<0.1%−1,088−92.6%ReducedHolders
Q2 20221,175$57.0K<0.1%+1,039+764.0%AddedHolders
Q1 2022136$8.00K<0.1%−3−2.2%ReducedHolders
Q4 2021139$7.00K<0.1%–No prior filingHolders