Skip to main content

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

KEX holding history

Kirby Corp 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.

KEX overviewAll 13F holders of KEXFull Q2 2026 holdings

Shares (Q2 2026)
52,084
Value
$7.08M
% of portfolio
0.2%
Quarters held
10
Since Q1 2024
Holdings of KEX by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202652,084$7.08M0.2%−66−0.1%ReducedHolders
Q1 202652,150$6.93M0.2%−568−1.1%ReducedHolders
Q4 202552,718$5.81M0.2%+2,068+4.1%AddedHolders
Q3 202550,650$4.23M0.2%+5,189+11.4%AddedHolders
Q2 202545,461$5.16M0.2%+10,757+31.0%AddedHolders
Q1 202534,704$3.51M0.2%+21,156+156.2%AddedHolders
Q4 202413,548$1.43M0.1%+4,627+51.9%AddedHolders
Q3 20248,921$1.09M0.1%+2,271+34.2%AddedHolders
Q2 20246,650$817.2K0.1%+2,440+58.0%AddedHolders
Q1 20244,210$459.4K<0.1%+4,210NewHolders