EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- Latest filing
- Jul 24, 2026
EVI holding history
Evi Industries, 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.
EVI overviewAll 13F holders of EVIFull Q2 2026 holdings
- Shares (Q2 2026)
- 12
- Value
- $178
- % of portfolio
- <0.1%
- Quarters held
- 7
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 12 | $178 | <0.1% | −3−20.0% | Reduced | Holders |
| Q1 2026 | 15 | $310 | <0.1% | +11+275.0% | Added | Holders |
| Q4 2025 | 4 | $99 | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 4 | $126 | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 4 | $87 | <0.1% | +2+100.0% | Added | Holders |
| Q1 2025 | 2 | $34 | <0.1% | +1+100.0% | Added | Holders |
| Q4 2024 | 1 | $16 | <0.1% | +1 | New | Holders |