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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

KVYO holding history

Klaviyo, 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.

KVYO overviewAll 13F holders of KVYOFull Q2 2026 holdings

Shares (Q2 2026)
2,104
Value
$31.8K
% of portfolio
<0.1%
Quarters held
7
Since Q4 2024
Holdings of KVYO by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,104$31.8K<0.1%−1,698−44.7%ReducedHolders
Q1 20263,802$74.0K<0.1%+3,628+2,085.1%AddedHolders
Q4 2025174$5.65K<0.1%−63−26.6%ReducedHolders
Q3 2025237$6.56K<0.1%+29+13.9%AddedHolders
Q2 2025208$6.98K<0.1%+174+511.8%AddedHolders
Q1 202534$1.03K<0.1%+14+70.0%AddedHolders
Q4 202420$825<0.1%+20NewHolders