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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

IT holding history

Gartner 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.

IT overviewAll 13F holders of ITFull Q2 2026 holdings

Shares (Q2 2026)
2,145
Value
$278.0K
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of IT by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,145$278.0K<0.1%−573−21.1%ReducedHolders
Q1 20262,718$430.4K<0.1%+771+39.6%AddedHolders
Q4 20251,947$491.2K<0.1%+531+37.5%AddedHolders
Q3 20251,416$372.2K<0.1%+658+86.8%AddedHolders
Q2 2025758$306.4K<0.1%+335+79.2%AddedHolders
Q1 2025423$177.6K<0.1%−1−0.2%ReducedHolders
Q4 2024424$205.4K<0.1%+28+7.1%AddedHolders
Q3 2024396$200.7K<0.1%+13+3.4%AddedHolders
Q2 2024383$192.0K<0.1%+108+39.3%AddedHolders
Q1 2024275$113.5K<0.1%+38+16.0%AddedHolders
Q4 2023237$106.9K<0.1%+74+45.4%AddedHolders
Q3 2023163$56.0K<0.1%+58+55.2%AddedHolders
Q2 2023105$36.8K<0.1%+10+10.5%AddedHolders
Q1 202395$30.9K<0.1%00.0%UnchangedHolders
Q4 202295$31.9K<0.1%+25+35.7%AddedHolders
Q3 202270$19.0K<0.1%+44+169.2%AddedHolders
Q2 202226$6.00K<0.1%+8+44.4%AddedHolders
Q1 202218$5.00K<0.1%−5−21.7%ReducedHolders
Q4 202123$7.00K<0.1%–No prior filingHolders