EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- Latest filing
- Jul 24, 2026
KW holding history
Kennedy-Wilson Holdings, 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.
KW overviewAll 13F holders of KWFull Q2 2026 holdings
- Shares (Q2 2026)
- 0
- Sold out in Q2 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 13
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 0 | $0 | 0.0% | −623−100.0% | Sold out | Holders |
| Q1 2026 | 623 | $6.74K | <0.1% | +273+78.0% | Added | Holders |
| Q4 2025 | 350 | $3.38K | <0.1% | +323+1,196.3% | Added | Holders |
| Q3 2025 | 27 | $225 | <0.1% | −1,396−98.1% | Reduced | Holders |
| Q2 2025 | 1,423 | $9.68K | <0.1% | +33+2.4% | Added | Holders |
| Q1 2025 | 1,390 | $12.1K | <0.1% | +54+4.0% | Added | Holders |
| Q4 2024 | 1,336 | $13.3K | <0.1% | +36+2.8% | Added | Holders |
| Q3 2024 | 1,300 | $14.4K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 1,300 | $13.5K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 1,300 | $11.2K | <0.1% | +878+208.1% | Added | Holders |
| Q4 2023 | 422 | $5.22K | <0.1% | −54−11.3% | Reduced | Holders |
| Q3 2023 | 476 | $7.02K | <0.1% | −10−2.1% | Reduced | Holders |
| Q2 2023 | 486 | $7.94K | <0.1% | +233+92.1% | Added | Holders |
| Q1 2023 | 253 | $4.20K | <0.1% | +253 | New | Holders |