EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- Latest filing
- Jul 24, 2026
FFWM holding history
First Foundation 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.
FFWM overviewAll 13F holders of FFWMFull Q2 2026 holdings
- Shares (Q2 2026)
- 0
- Sold out in Q2 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 12
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 0 | $0 | 0.0% | −434−100.0% | Sold out | Holders |
| Q1 2026 | 434 | $2.56K | <0.1% | −136−23.9% | Reduced | Holders |
| Q4 2025 | 570 | $3.51K | <0.1% | +115+25.3% | Added | Holders |
| Q3 2025 | 455 | $2.54K | <0.1% | −362−44.3% | Reduced | Holders |
| Q2 2025 | 817 | $4.17K | <0.1% | +565+224.2% | Added | Holders |
| Q1 2025 | 252 | $1.31K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 252 | $1.56K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 252 | $1.57K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 252 | $1.76K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 252 | $1.38K | <0.1% | −513−67.1% | Reduced | Holders |
| Q4 2023 | 765 | $7.41K | <0.1% | +414+117.9% | Added | Holders |
| Q3 2023 | 351 | $2.13K | <0.1% | +351 | New | Holders |
| Q1 2023 | 0 | $0 | 0.0% | −417−100.0% | Sold out | Holders |
| Q4 2022 | 417 | $5.98K | <0.1% | +417 | New | Holders |