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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

IE holding history

Ivanhoe Electric 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.

IE overviewAll 13F holders of IEFull Q2 2026 holdings

Shares (Q2 2026)
143
Value
$1.37K
% of portfolio
<0.1%
Quarters held
9
Since Q3 2022
Holdings of IE by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026143$1.37K<0.1%−522−78.5%ReducedHolders
Q1 2026665$7.86K<0.1%−261−28.2%ReducedHolders
Q4 2025926$14.8K<0.1%+797+617.8%AddedHolders
Q3 2025129$1.62K<0.1%00.0%UnchangedHolders
Q2 2025129$1.17K<0.1%+79+158.0%AddedHolders
Q1 202550$291<0.1%+30+150.0%AddedHolders
Q4 202420$151<0.1%+20NewHolders
Q1 20230$00.0%−313−100.0%Sold outHolders
Q4 2022313$3.80K<0.1%+126+67.4%AddedHolders
Q3 2022187$2.00K<0.1%+187NewHolders