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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

LDI holding history

loanDepot, 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.

LDI overviewAll 13F holders of LDIFull Q2 2026 holdings

Shares (Q2 2026)
714
Value
$893
% of portfolio
<0.1%
Quarters held
4
Since Q3 2025
Holdings of LDI by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026714$893<0.1%+43+6.4%AddedHolders
Q1 2026671$952<0.1%+536+397.0%AddedHolders
Q4 2025135$279<0.1%00.0%UnchangedHolders
Q3 2025135$414<0.1%+135NewHolders