EverSource Wealth Advisors, LLC

SEC CIK: 0001710537
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

GNTY holding history

Guaranty Bancshares 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.

GNTY overview All 13F holders of GNTY Full Q2 2026 holdings

Shares (Q4 2025): 0; Sold out in Q4 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2025

Holdings of GNTY by EverSource Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2025	0	$0	0.0%	−284−100.0%	Sold out	Holders
Q3 2025	284	$13.8K	<0.1%	+63+28.5%	Added	Holders
Q2 2025	221	$9.38K	<0.1%	+220+22,000.0%	Added	Holders
Q1 2025	1	$40	<0.1%	+1	New	Holders