EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- Latest filing
- Jul 24, 2026
EFSC holding history
Enterprise Financial Services Corp 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.
EFSC overviewAll 13F holders of EFSCFull Q2 2026 holdings
- Shares (Q2 2026)
- 221
- Value
- $14.6K
- % of portfolio
- <0.1%
- Quarters held
- 9
- Since Q2 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 221 | $14.6K | <0.1% | −254−53.5% | Reduced | Holders |
| Q1 2026 | 475 | $25.7K | <0.1% | +5+1.1% | Added | Holders |
| Q4 2025 | 470 | $25.4K | <0.1% | −305−39.4% | Reduced | Holders |
| Q3 2025 | 775 | $44.9K | <0.1% | +137+21.5% | Added | Holders |
| Q2 2025 | 638 | $35.2K | <0.1% | +576+929.0% | Added | Holders |
| Q1 2025 | 62 | $3.33K | <0.1% | +32+106.7% | Added | Holders |
| Q4 2024 | 30 | $1.69K | <0.1% | +17+130.8% | Added | Holders |
| Q3 2024 | 13 | $666 | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 13 | $687 | <0.1% | +13 | New | Holders |