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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

KBAL holding history

Kimball International 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.

KBAL overviewAll 13F holders of KBALFull Q2 2026 holdings

Shares (Q1 2023)
0
Sold out in Q1 2023
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q1 2022
Holdings of KBAL by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20230$00.0%−400−100.0%Sold outHolders
Q4 2022400$2.60K<0.1%00.0%UnchangedHolders
Q3 2022400$3.00K<0.1%−178−30.8%ReducedHolders
Q2 2022578$4.00K<0.1%+178+44.5%AddedHolders
Q1 2022400$3.00K<0.1%+400NewHolders