Skip to main content

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

IR holding history

Ingersoll Rand 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.

IR overviewAll 13F holders of IRFull Q2 2026 holdings

Shares (Q2 2026)
1,872
Value
$153.4K
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of IR by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,872$153.4K<0.1%−673−26.4%ReducedHolders
Q1 20262,545$203.8K<0.1%+120+4.9%AddedHolders
Q4 20252,425$192.0K<0.1%−237−8.9%ReducedHolders
Q3 20252,662$219.9K<0.1%−16−0.6%ReducedHolders
Q2 20252,678$222.8K<0.1%+714+36.4%AddedHolders
Q1 20251,964$157.2K<0.1%+369+23.1%AddedHolders
Q4 20241,595$144.3K<0.1%+233+17.1%AddedHolders
Q3 20241,362$133.7K<0.1%+26+1.9%AddedHolders
Q2 20241,336$134.1K<0.1%+883+194.9%AddedHolders
Q1 2024453$42.2K<0.1%+126+38.5%AddedHolders
Q4 2023327$25.3K<0.1%+13+4.1%AddedHolders
Q3 2023314$20.0K<0.1%+1+0.3%AddedHolders
Q2 2023313$20.5K<0.1%+11+3.6%AddedHolders
Q1 2023302$17.6K<0.1%−6−1.9%ReducedHolders
Q4 2022308$16.1K<0.1%+134+77.0%AddedHolders
Q3 2022174$8.00K<0.1%+90+107.1%AddedHolders
Q2 202284$3.00K<0.1%+11+15.1%AddedHolders
Q1 202273$4.00K<0.1%+17+30.4%AddedHolders
Q4 202156$3.00K<0.1%–No prior filingHolders