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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

LBRT holding history

Liberty Energy 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.

LBRT overviewAll 13F holders of LBRTFull Q2 2026 holdings

Shares (Q2 2026)
8,871
Value
$232.3K
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of LBRT by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,871$232.3K<0.1%−1,085−10.9%ReducedHolders
Q1 20269,956$286.7K<0.1%+203+2.1%AddedHolders
Q4 20259,753$180.0K<0.1%+6,354+186.9%AddedHolders
Q3 20253,399$41.9K<0.1%−2,433−41.7%ReducedHolders
Q2 20255,832$67.0K<0.1%+4,791+460.2%AddedHolders
Q1 20251,041$16.5K<0.1%+9+0.9%AddedHolders
Q4 20241,032$20.5K<0.1%+307+42.3%AddedHolders
Q3 2024725$13.8K<0.1%+24+3.4%AddedHolders
Q2 2024701$16.9K<0.1%+60+9.4%AddedHolders
Q1 2024641$14.1K<0.1%00.0%UnchangedHolders
Q4 2023641$11.6K<0.1%+50+8.5%AddedHolders
Q3 2023591$10.9K<0.1%+52+9.6%AddedHolders
Q2 2023539$7.21K<0.1%+345+177.8%AddedHolders
Q1 2023194$2.48K<0.1%00.0%UnchangedHolders
Q4 2022194$3.11K<0.1%00.0%UnchangedHolders
Q3 2022194$2.00K<0.1%00.0%UnchangedHolders
Q2 2022194$2.00K<0.1%00.0%UnchangedHolders
Q1 2022194$3.00K<0.1%00.0%UnchangedHolders
Q4 2021194$2.00K<0.1%–No prior filingHolders