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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

HUBS holding history

HubSpot 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.

HUBS overviewAll 13F holders of HUBSFull Q2 2026 holdings

Shares (Q2 2026)
1,011
Value
$184.5K
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of HUBS by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,011$184.5K<0.1%+47+4.9%AddedHolders
Q1 2026964$235.3K<0.1%+348+56.5%AddedHolders
Q4 2025616$247.2K<0.1%−73−10.6%ReducedHolders
Q3 2025689$322.3K<0.1%+372+117.4%AddedHolders
Q2 2025317$176.4K<0.1%−45−12.4%ReducedHolders
Q1 2025362$206.7K<0.1%+65+21.9%AddedHolders
Q4 2024297$206.8K<0.1%−94−24.0%ReducedHolders
Q3 2024391$207.7K<0.1%−52−11.7%ReducedHolders
Q2 2024443$220.1K<0.1%+154+53.3%AddedHolders
Q1 2024289$174.7K<0.1%−154−34.8%ReducedHolders
Q4 2023443$257.2K<0.1%+2+0.5%AddedHolders
Q3 2023441$217.2K<0.1%−6−1.3%ReducedHolders
Q2 2023447$237.8K<0.1%+54+13.7%AddedHolders
Q1 2023393$168.5K<0.1%−40−9.2%ReducedHolders
Q4 2022433$125.2K<0.1%+238+122.1%AddedHolders
Q3 2022195$53.0K<0.1%−120−38.1%ReducedHolders
Q2 2022315$94.0K<0.1%+163+107.2%AddedHolders
Q1 2022152$71.0K<0.1%−103−40.4%ReducedHolders
Q4 2021255$168.0K<0.1%–No prior filingHolders