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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

IDA holding history

Idacorp 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.

IDA overviewAll 13F holders of IDAFull Q2 2026 holdings

Shares (Q2 2026)
1,588
Value
$240.3K
% of portfolio
<0.1%
Quarters held
16
Since Q2 2022
Holdings of IDA by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,588$240.3K<0.1%+125+8.5%AddedHolders
Q1 20261,463$209.2K<0.1%+264+22.0%AddedHolders
Q4 20251,199$151.7K<0.1%−32−2.6%ReducedHolders
Q3 20251,231$162.7K<0.1%−45−3.5%ReducedHolders
Q2 20251,276$147.3K<0.1%+314+32.6%AddedHolders
Q1 2025962$111.8K<0.1%+237+32.7%AddedHolders
Q4 2024725$79.2K<0.1%−21−2.8%ReducedHolders
Q3 2024746$76.9K<0.1%−114−13.3%ReducedHolders
Q2 2024860$84.1K<0.1%+44+5.4%AddedHolders
Q1 2024816$77.3K<0.1%+126+18.3%AddedHolders
Q4 2023690$67.8K<0.1%+112+19.4%AddedHolders
Q3 2023578$54.1K<0.1%−147−20.3%ReducedHolders
Q2 2023725$74.4K<0.1%+553+321.5%AddedHolders
Q1 2023172$18.6K<0.1%−133−43.6%ReducedHolders
Q4 2022305$32.9K<0.1%+305NewHolders
Q3 20220$00.0%−297−100.0%Sold outHolders
Q2 2022297$31.0K<0.1%+297NewHolders