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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

J holding history

Jacobs Solutions 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.

J overviewAll 13F holders of JFull Q2 2026 holdings

Shares (Q2 2026)
1,146
Value
$144.4K
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of J by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,146$144.4K<0.1%−1,165−50.4%ReducedHolders
Q1 20262,311$294.2K<0.1%+125+5.7%AddedHolders
Q4 20252,186$289.6K<0.1%−297−12.0%ReducedHolders
Q3 20252,483$372.1K<0.1%−97−3.8%ReducedHolders
Q2 20252,580$339.2K<0.1%−1,650−39.0%ReducedHolders
Q1 20254,230$511.4K<0.1%+227+5.7%AddedHolders
Q4 20244,003$534.9K<0.1%+18+0.5%AddedHolders
Q3 20243,985$521.7K<0.1%+729+22.4%AddedHolders
Q2 20243,256$476.5K<0.1%+16+0.5%AddedHolders
Q1 20243,240$465.1K<0.1%+3,069+1,794.7%AddedHolders
Q4 2023171$22.2K<0.1%−3,071−94.7%ReducedHolders
Q3 20233,242$442.5K<0.1%00.0%UnchangedHolders
Q2 20233,242$385.4K<0.1%+3,211+10,358.1%AddedHolders
Q1 202331$3.64K<0.1%−8−20.5%ReducedHolders
Q4 202239$4.68K<0.1%00.0%UnchangedHolders
Q3 202239$4.00K<0.1%00.0%UnchangedHolders
Q2 202239$5.00K<0.1%00.0%UnchangedHolders
Q1 202239$5.00K<0.1%+12+44.4%AddedHolders
Q4 202127$4.00K<0.1%–No prior filingHolders