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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

IPI holding history

Intrepid Potash, 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.

IPI overviewAll 13F holders of IPIFull Q2 2026 holdings

Shares (Q2 2026)
5
Value
$164
% of portfolio
<0.1%
Quarters held
10
Since Q1 2024
Holdings of IPI by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265$164<0.1%−100−95.2%ReducedHolders
Q1 2026105$4.49K<0.1%−73−41.0%ReducedHolders
Q4 2025178$4.94K<0.1%−600−77.1%ReducedHolders
Q3 2025778$23.8K<0.1%−41−5.0%ReducedHolders
Q2 2025819$29.3K<0.1%+544+197.8%AddedHolders
Q1 2025275$8.08K<0.1%00.0%UnchangedHolders
Q4 2024275$6.03K<0.1%00.0%UnchangedHolders
Q3 2024275$6.60K<0.1%00.0%UnchangedHolders
Q2 2024275$7.17K<0.1%00.0%UnchangedHolders
Q1 2024275$5.53K<0.1%+275NewHolders