EverSource Wealth Advisors, LLC

SEC CIK: 0001710537
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

ITI holding history

Iteris, 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.

ITI overview All 13F holders of ITI Full Q2 2026 holdings

Shares (Q3 2022): 0; Sold out in Q3 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2021

Holdings of ITI by EverSource Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2022	0	$0	0.0%	−618−100.0%	Sold out	Holders
Q2 2022	618	$2.00K	<0.1%	+618	New	Holders
Q1 2022	0	$0	0.0%	−997−100.0%	Sold out	Holders
Q4 2021	997	$4.00K	<0.1%	–	No prior filing	Holders