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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

EIX holding history

Edison International 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.

EIX overviewAll 13F holders of EIXFull Q2 2026 holdings

Shares (Q2 2026)
20,087
Value
$1.50M
% of portfolio
0.1%
Quarters held
19
Since Q4 2021
Holdings of EIX by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202620,087$1.50M0.1%−1,674−7.7%ReducedHolders
Q1 202621,761$1.59M<0.1%+2,259+11.6%AddedHolders
Q4 202519,502$1.17M<0.1%+9,027+86.2%AddedHolders
Q3 202510,475$579.1K<0.1%+3,147+42.9%AddedHolders
Q2 20257,328$378.1K<0.1%+4,868+197.9%AddedHolders
Q1 20252,460$144.9K<0.1%+1,494+154.7%AddedHolders
Q4 2024966$77.1K<0.1%+123+14.6%AddedHolders
Q3 2024843$73.4K<0.1%+27+3.3%AddedHolders
Q2 2024816$65.3K<0.1%+36+4.6%AddedHolders
Q1 2024780$55.4K<0.1%+90+13.0%AddedHolders
Q4 2023690$49.3K<0.1%+10+1.5%AddedHolders
Q3 2023680$43.0K<0.1%+14+2.1%AddedHolders
Q2 2023666$46.2K<0.1%−2−0.3%ReducedHolders
Q1 2023668$47.2K<0.1%−129−16.2%ReducedHolders
Q4 2022797$50.7K<0.1%+422+112.5%AddedHolders
Q3 2022375$21.0K<0.1%+278+286.6%AddedHolders
Q2 202297$6.00K<0.1%−5−4.9%ReducedHolders
Q1 2022102$7.00K<0.1%−377−78.7%ReducedHolders
Q4 2021479$33.0K<0.1%–No prior filingHolders