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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

ESI holding history

Element Solutions 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.

ESI overviewAll 13F holders of ESIFull Q2 2026 holdings

Shares (Q2 2026)
10,725
Value
$512.1K
% of portfolio
<0.1%
Quarters held
14
Since Q1 2023
Holdings of ESI by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,725$512.1K<0.1%+275+2.6%AddedHolders
Q1 202610,450$356.8K<0.1%+385+3.8%AddedHolders
Q4 202510,065$251.5K<0.1%+140+1.4%AddedHolders
Q3 20259,925$249.8K<0.1%+779+8.5%AddedHolders
Q2 20259,146$207.2K<0.1%+1,320+16.9%AddedHolders
Q1 20257,826$176.9K<0.1%+2,177+38.5%AddedHolders
Q4 20245,649$143.6K<0.1%+1,963+53.3%AddedHolders
Q3 20243,686$100.1K<0.1%+630+20.6%AddedHolders
Q2 20243,056$82.4K<0.1%+864+39.4%AddedHolders
Q1 20242,192$50.7K<0.1%+190+9.5%AddedHolders
Q4 20232,002$46.3K<0.1%+684+51.9%AddedHolders
Q3 20231,318$25.9K<0.1%+608+85.6%AddedHolders
Q2 2023710$13.6K<0.1%+293+70.3%AddedHolders
Q1 2023417$8.05K<0.1%+417NewHolders