EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- Latest filing
- Jul 24, 2026
GAIN holding history
Gladstone Investment Corporationde 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.
GAIN overviewAll 13F holders of GAINFull Q2 2026 holdings
- Shares (Q2 2026)
- 1,200
- Value
- $18.6K
- % of portfolio
- <0.1%
- Quarters held
- 15
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,200 | $18.6K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2026 | 1,200 | $17.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2025 | 1,200 | $16.8K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 1,200 | $16.6K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 1,200 | $17.1K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 1,200 | $16.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 1,200 | $15.9K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 1,200 | $17.3K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 1,200 | $16.8K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 1,200 | $17.2K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 1,200 | $17.0K | <0.1% | −333−21.7% | Reduced | Holders |
| Q3 2023 | 1,533 | $19.5K | <0.1% | +333+27.8% | Added | Holders |
| Q2 2023 | 1,200 | $15.6K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 1,200 | $15.9K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 1,200 | $15.5K | <0.1% | +1,200 | New | Holders |