Skip to main content

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

ILPT holding history

Industrial Logistics Properties Trust 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.

ILPT overviewAll 13F holders of ILPTFull Q2 2026 holdings

Shares (Q2 2026)
3,761
Value
$33.4K
% of portfolio
<0.1%
Quarters held
11
Since Q2 2022
Holdings of ILPT by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,761$33.4K<0.1%+3,005+397.5%AddedHolders
Q1 2026756$4.29K<0.1%+51+7.2%AddedHolders
Q4 2025705$3.91K<0.1%+34+5.1%AddedHolders
Q3 2025671$3.91K<0.1%00.0%UnchangedHolders
Q2 2025671$3.05K<0.1%+542+420.2%AddedHolders
Q1 2025129$444<0.1%+129NewHolders
Q2 20240$00.0%−131−100.0%Sold outHolders
Q1 2024131$461<0.1%+131NewHolders
Q2 20230$00.0%−643−100.0%Sold outHolders
Q1 2023643$1.97K<0.1%−894−58.2%ReducedHolders
Q4 20221,537$5.03K<0.1%−300−16.3%ReducedHolders
Q3 20221,837$10.0K<0.1%+1,675+1,034.0%AddedHolders
Q2 2022162$2.00K<0.1%+162NewHolders