Skip to main content

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

ITRI holding history

Itron, 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.

ITRI overviewAll 13F holders of ITRIFull Q2 2026 holdings

Shares (Q2 2026)
118
Value
$10.2K
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of ITRI by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026118$10.2K<0.1%+39+49.4%AddedHolders
Q1 202679$7.08K<0.1%−62−44.0%ReducedHolders
Q4 2025141$13.1K<0.1%−120−46.0%ReducedHolders
Q3 2025261$32.5K<0.1%−140−34.9%ReducedHolders
Q2 2025401$52.8K<0.1%+81+25.3%AddedHolders
Q1 2025320$33.5K<0.1%+33+11.5%AddedHolders
Q4 2024287$31.2K<0.1%+24+9.1%AddedHolders
Q3 2024263$28.1K<0.1%−5−1.9%ReducedHolders
Q2 2024268$27.7K<0.1%+5+1.9%AddedHolders
Q1 2024263$24.2K<0.1%+4+1.5%AddedHolders
Q4 2023259$19.6K<0.1%00.0%UnchangedHolders
Q3 2023259$15.7K<0.1%00.0%UnchangedHolders
Q2 2023259$18.7K<0.1%00.0%UnchangedHolders
Q1 2023259$14.4K<0.1%+157+153.9%AddedHolders
Q4 2022102$5.17K<0.1%−488−82.7%ReducedHolders
Q3 2022590$26.0K<0.1%−108−15.5%ReducedHolders
Q2 2022698$34.0K<0.1%+358+105.3%AddedHolders
Q1 2022340$18.0K<0.1%+56+19.7%AddedHolders
Q4 2021284$19.0K<0.1%–No prior filingHolders