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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

FRSH holding history

Freshworks 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.

FRSH overviewAll 13F holders of FRSHFull Q2 2026 holdings

Shares (Q2 2026)
16,421
Value
$166.2K
% of portfolio
<0.1%
Quarters held
11
Since Q4 2023
Holdings of FRSH by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202616,421$166.2K<0.1%+9,962+154.2%AddedHolders
Q1 20266,459$51.9K<0.1%−5,584−46.4%ReducedHolders
Q4 202512,043$147.5K<0.1%+4,431+58.2%AddedHolders
Q3 20257,612$89.6K<0.1%+3,133+69.9%AddedHolders
Q2 20254,479$66.8K<0.1%+3,630+427.6%AddedHolders
Q1 2025849$12.0K<0.1%+294+53.0%AddedHolders
Q4 2024555$8.97K<0.1%+265+91.4%AddedHolders
Q3 2024290$3.33K<0.1%+31+12.0%AddedHolders
Q2 2024259$3.24K<0.1%+238+1,133.3%AddedHolders
Q1 202421$375<0.1%00.0%UnchangedHolders
Q4 202321$493<0.1%+21NewHolders