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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

ENS holding history

EnerSys 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.

ENS overviewAll 13F holders of ENSFull Q2 2026 holdings

Shares (Q2 2026)
965
Value
$225.7K
% of portfolio
<0.1%
Quarters held
8
Since Q2 2022
Holdings of ENS by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026965$225.7K<0.1%−131−12.0%ReducedHolders
Q1 20261,096$190.4K<0.1%+410+59.8%AddedHolders
Q4 2025686$100.7K<0.1%−19−2.7%ReducedHolders
Q3 2025705$79.6K<0.1%+153+27.7%AddedHolders
Q2 2025552$47.3K<0.1%+476+626.3%AddedHolders
Q1 202576$6.96K<0.1%+18+31.0%AddedHolders
Q4 202458$5.36K<0.1%+58NewHolders
Q3 20220$00.0%−860−100.0%Sold outHolders
Q2 2022860$51.0K<0.1%+860NewHolders