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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

ETD holding history

Ethan Allen Interiors 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.

ETD overviewAll 13F holders of ETDFull Q2 2026 holdings

Shares (Q2 2026)
1,327
Value
$29.6K
% of portfolio
<0.1%
Quarters held
18
Since Q4 2021
Holdings of ETD by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,327$29.6K<0.1%+1,205+987.7%AddedHolders
Q1 2026122$2.71K<0.1%−85−41.1%ReducedHolders
Q4 2025207$4.73K<0.1%−252−54.9%ReducedHolders
Q3 2025459$13.5K<0.1%+201+77.9%AddedHolders
Q2 2025258$7.19K<0.1%+202+360.7%AddedHolders
Q1 202556$1.55K<0.1%−10−15.2%ReducedHolders
Q4 202466$1.86K<0.1%+32+94.1%AddedHolders
Q3 202434$1.08K<0.1%00.0%UnchangedHolders
Q2 202434$1.05K<0.1%00.0%UnchangedHolders
Q1 202434$960<0.1%00.0%UnchangedHolders
Q4 202334$1.08K<0.1%−9−20.9%ReducedHolders
Q3 202343$1.29K<0.1%00.0%UnchangedHolders
Q2 202343$1.22K<0.1%00.0%UnchangedHolders
Q1 202343$1.18K<0.1%00.0%UnchangedHolders
Q4 202243$1.14K<0.1%+43NewHolders
Q3 20220$00.0%−50−100.0%Sold outHolders
Q2 202250$1.00K<0.1%−277−84.7%ReducedHolders
Q1 2022327$8.00K<0.1%+157+92.4%AddedHolders
Q4 2021170$4.00K<0.1%–No prior filingHolders