Skip to main content

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

E holding history

Eni SpA 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.

E overviewAll 13F holders of EFull Q2 2026 holdings

Shares (Q2 2026)
5,098
Value
$238.9K
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of E by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,098$238.9K<0.1%−2,303−31.1%ReducedHolders
Q1 20267,401$418.9K<0.1%+210+2.9%AddedHolders
Q4 20257,191$272.8K<0.1%−75−1.0%ReducedHolders
Q3 20257,266$253.9K<0.1%−441−5.7%ReducedHolders
Q2 20257,707$249.8K<0.1%+5,709+285.7%AddedHolders
Q1 20251,998$61.8K<0.1%+875+77.9%AddedHolders
Q4 20241,123$30.7K<0.1%−3,843−77.4%ReducedHolders
Q3 20244,966$150.5K<0.1%−4,010−44.7%ReducedHolders
Q2 20248,976$287.7K<0.1%−56−0.6%ReducedHolders
Q1 20249,032$289.3K<0.1%−69−0.8%ReducedHolders
Q4 20239,101$309.5K<0.1%+439+5.1%AddedHolders
Q3 20238,662$276.5K<0.1%+35+0.4%AddedHolders
Q2 20238,627$248.4K<0.1%+127+1.5%AddedHolders
Q1 20238,500$238.0K<0.1%−23−0.3%ReducedHolders
Q4 20228,523$244.3K<0.1%+1,099+14.8%AddedHolders
Q3 20227,424$157.0K<0.1%+7,294+5,610.8%AddedHolders
Q2 2022130$3.00K<0.1%00.0%UnchangedHolders
Q1 2022130$4.00K<0.1%00.0%UnchangedHolders
Q4 2021130$4.00K<0.1%–No prior filingHolders