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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

EEX holding history

Emerald Holding, 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.

EEX overviewAll 13F holders of EEXFull Q2 2026 holdings

Shares (Q2 2026)
30
Value
$151
% of portfolio
<0.1%
Quarters held
8
Since Q2 2022
Holdings of EEX by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202630$151<0.1%−35−53.8%ReducedHolders
Q1 202665$294<0.1%−4−5.8%ReducedHolders
Q4 202569$308<0.1%−7−9.2%ReducedHolders
Q3 202576$387<0.1%00.0%UnchangedHolders
Q2 202576$369<0.1%+10+15.2%AddedHolders
Q1 202566$259<0.1%+45+214.3%AddedHolders
Q4 202421$101<0.1%+21NewHolders
Q3 20220$00.0%−504−100.0%Sold outHolders
Q2 2022504$2.00K<0.1%+504NewHolders