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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

FUND holding history

Sprott Focus Trust 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.

FUND overviewAll 13F holders of FUNDFull Q2 2026 holdings

Shares (Q2 2026)
17
Value
$165
% of portfolio
<0.1%
Quarters held
10
Since Q1 2024
Holdings of FUND by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617$165<0.1%00.0%UnchangedHolders
Q1 202617$164<0.1%00.0%UnchangedHolders
Q4 202517$147<0.1%00.0%UnchangedHolders
Q3 202517$137<0.1%+1+6.3%AddedHolders
Q2 202516$122<0.1%00.0%UnchangedHolders
Q1 202516$119<0.1%00.0%UnchangedHolders
Q4 202416$117<0.1%00.0%UnchangedHolders
Q3 202416$123<0.1%00.0%UnchangedHolders
Q2 202416$130<0.1%00.0%UnchangedHolders
Q1 202416$121<0.1%+16NewHolders