EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- Latest filing
- Jul 24, 2026
EXFY holding history
Expensify, 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.
EXFY overviewAll 13F holders of EXFYFull Q2 2026 holdings
- Shares (Q2 2026)
- 4,251
- Value
- $7.61K
- % of portfolio
- <0.1%
- Quarters held
- 5
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 4,251 | $7.61K | <0.1% | +2,351+123.7% | Added | Holders |
| Q1 2026 | 1,900 | $1.65K | <0.1% | +1,387+270.4% | Added | Holders |
| Q4 2025 | 513 | $775 | <0.1% | −175−25.4% | Reduced | Holders |
| Q3 2025 | 688 | $1.27K | <0.1% | +688 | New | Holders |
| Q2 2024 | 0 | $0 | 0.0% | −1,059−100.0% | Sold out | Holders |
| Q1 2024 | 1,059 | $1.69K | <0.1% | +1,059 | New | Holders |