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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

ELS holding history

Equity Lifestyle Properties 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.

ELS overviewAll 13F holders of ELSFull Q2 2026 holdings

Shares (Q2 2026)
1,195
Value
$77.0K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of ELS by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,195$77.0K<0.1%+469+64.6%AddedHolders
Q1 2026726$45.3K<0.1%+292+67.3%AddedHolders
Q4 2025434$26.3K<0.1%−522−54.6%ReducedHolders
Q3 2025956$58.0K<0.1%−2,553−72.8%ReducedHolders
Q2 20253,509$216.4K<0.1%+2,390+213.6%AddedHolders
Q1 20251,119$74.6K<0.1%+1,011+936.1%AddedHolders
Q4 2024108$7.19K<0.1%+53+96.4%AddedHolders
Q3 202455$3.92K<0.1%+47+587.5%AddedHolders
Q2 20248$549<0.1%00.0%UnchangedHolders
Q1 20248$482<0.1%−7−46.7%ReducedHolders
Q4 202315$1.06K<0.1%−351−95.9%ReducedHolders
Q3 2023366$23.3K<0.1%00.0%UnchangedHolders
Q2 2023366$24.5K<0.1%+198+117.9%AddedHolders
Q1 2023168$11.3K<0.1%+141+522.2%AddedHolders
Q4 202227$1.74K<0.1%+27NewHolders