EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- Latest filing
- Jul 24, 2026
ISTR holding history
Investar Holding Corp 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.
ISTR overviewAll 13F holders of ISTRFull Q2 2026 holdings
- Shares (Q2 2026)
- 40
- Value
- $1.20K
- % of portfolio
- <0.1%
- Quarters held
- 7
- Since Q3 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 40 | $1.20K | <0.1% | +21+110.5% | Added | Holders |
| Q1 2026 | 19 | $518 | <0.1% | +9+90.0% | Added | Holders |
| Q4 2025 | 10 | $267 | <0.1% | +2+25.0% | Added | Holders |
| Q3 2025 | 8 | $186 | <0.1% | +1+14.3% | Added | Holders |
| Q2 2025 | 7 | $135 | <0.1% | +7 | New | Holders |
| Q1 2025 | 0 | $0 | 0.0% | −1−100.0% | Sold out | Holders |
| Q4 2024 | 1 | $22 | <0.1% | +1 | New | Holders |
| Q4 2023 | 0 | $0 | 0.0% | −87−100.0% | Sold out | Holders |
| Q3 2023 | 87 | $921 | <0.1% | +87 | New | Holders |