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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

EPAC holding history

Enerpac Tool Group 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.

EPAC overviewAll 13F holders of EPACFull Q2 2026 holdings

Shares (Q2 2026)
85
Value
$3.05K
% of portfolio
<0.1%
Quarters held
9
Since Q4 2021
Holdings of EPAC by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202685$3.05K<0.1%+50+142.9%AddedHolders
Q1 202635$1.28K<0.1%+33+1,650.0%AddedHolders
Q4 20252$76<0.1%+2NewHolders
Q3 20250$00.0%−154−100.0%Sold outHolders
Q2 2025154$6.25K<0.1%+119+340.0%AddedHolders
Q1 202535$1.57K<0.1%−5−12.5%ReducedHolders
Q4 202440$1.64K<0.1%+40NewHolders
Q1 20230$00.0%−29−100.0%Sold outHolders
Q4 202229$738<0.1%00.0%UnchangedHolders
Q3 202229$1.00K<0.1%+29NewHolders
Q1 20220$00.0%−83−100.0%Sold outHolders
Q4 202183$2.00K<0.1%–No prior filingHolders