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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

FTRE holding history

Fortrea Holdings 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.

FTRE overviewAll 13F holders of FTREFull Q2 2026 holdings

Shares (Q2 2026)
8,903
Value
$154.9K
% of portfolio
<0.1%
Quarters held
12
Since Q3 2023
Holdings of FTRE by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,903$154.9K<0.1%−2,033−18.6%ReducedHolders
Q1 202610,936$103.0K<0.1%+953+9.5%AddedHolders
Q4 20259,983$172.2K<0.1%+19+0.2%AddedHolders
Q3 20259,964$83.9K<0.1%−1,999−16.7%ReducedHolders
Q2 202511,963$59.1K<0.1%+10,395+662.9%AddedHolders
Q1 20251,568$11.8K<0.1%+362+30.0%AddedHolders
Q4 20241,206$22.5K<0.1%−169−12.3%ReducedHolders
Q3 20241,375$27.5K<0.1%−45−3.2%ReducedHolders
Q2 20241,420$39.2K<0.1%−594−29.5%ReducedHolders
Q1 20242,014$73.7K<0.1%+105+5.5%AddedHolders
Q4 20231,909$66.6K<0.1%+175+10.1%AddedHolders
Q3 20231,734$49.6K<0.1%+1,734NewHolders