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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

III holding history

Information Services Group 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.

III overviewAll 13F holders of IIIFull Q2 2026 holdings

Shares (Q2 2026)
344
Value
$1.41K
% of portfolio
<0.1%
Quarters held
6
Since Q1 2025
Holdings of III by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026344$1.41K<0.1%+141+69.5%AddedHolders
Q1 2026203$780<0.1%+142+232.8%AddedHolders
Q4 202561$352<0.1%+32+110.3%AddedHolders
Q3 202529$167<0.1%−3−9.4%ReducedHolders
Q2 202532$154<0.1%+10+45.5%AddedHolders
Q1 202522$86<0.1%+22NewHolders