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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

FMAO holding history

Farmers & Merchants Bancorp 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.

FMAO overviewAll 13F holders of FMAOFull Q2 2026 holdings

Shares (Q2 2026)
62
Value
$1.90K
% of portfolio
<0.1%
Quarters held
7
Since Q4 2024
Holdings of FMAO by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202662$1.90K<0.1%+32+106.7%AddedHolders
Q1 202630$770<0.1%+3+11.1%AddedHolders
Q4 202527$667<0.1%+14+107.7%AddedHolders
Q3 202513$325<0.1%+12+1,200.0%AddedHolders
Q2 20251$25<0.1%00.0%UnchangedHolders
Q1 20251$24<0.1%−2−66.7%ReducedHolders
Q4 20243$88<0.1%+3NewHolders