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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

EBF holding history

Ennis, 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.

EBF overviewAll 13F holders of EBFFull Q2 2026 holdings

Shares (Q2 2026)
39
Value
$829
% of portfolio
<0.1%
Quarters held
16
Since Q3 2022
Holdings of EBF by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202639$829<0.1%−497−92.7%ReducedHolders
Q1 2026536$11.5K<0.1%+23+4.5%AddedHolders
Q4 2025513$9.24K<0.1%−1,131−68.8%ReducedHolders
Q3 20251,644$30.1K<0.1%+120+7.9%AddedHolders
Q2 20251,524$27.6K<0.1%+1,390+1,037.3%AddedHolders
Q1 2025134$2.69K<0.1%+30+28.8%AddedHolders
Q4 2024104$2.19K<0.1%+34+48.6%AddedHolders
Q3 202470$1.70K<0.1%00.0%UnchangedHolders
Q2 202470$1.67K<0.1%+24+52.2%AddedHolders
Q1 202446$915<0.1%00.0%UnchangedHolders
Q4 202346$1.01K<0.1%00.0%UnchangedHolders
Q3 202346$976<0.1%00.0%UnchangedHolders
Q2 202346$937<0.1%00.0%UnchangedHolders
Q1 202346$970<0.1%00.0%UnchangedHolders
Q4 202246$1.02K<0.1%00.0%UnchangedHolders
Q3 202246$1.00K<0.1%+46NewHolders