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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

GHI holding history

Greystone Housing Impact Investors LP 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.

GHI overviewAll 13F holders of GHIFull Q2 2026 holdings

Shares (Q2 2026)
10,000
Value
$58.0K
% of portfolio
<0.1%
Quarters held
12
Since Q3 2023
Holdings of GHI by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,000$58.0K<0.1%00.0%UnchangedHolders
Q1 202610,000$49.2K<0.1%00.0%UnchangedHolders
Q4 202510,000$68.9K<0.1%+523+5.5%AddedHolders
Q3 20259,477$97.6K<0.1%+750+8.6%AddedHolders
Q2 20258,727$98.8K<0.1%+1,250+16.7%AddedHolders
Q1 20257,477$92.2K<0.1%00.0%UnchangedHolders
Q4 20247,477$76.6K<0.1%+1,000+15.4%AddedHolders
Q3 20246,477$90.9K<0.1%+4,000+161.5%AddedHolders
Q2 20242,477$36.0K<0.1%00.0%UnchangedHolders
Q1 20242,477$38.6K<0.1%+20+0.8%AddedHolders
Q4 20232,457$41.2K<0.1%+66+2.8%AddedHolders
Q3 20232,391$36.9K<0.1%+2,391NewHolders