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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

LOAR holding history

Loar 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.

LOAR overviewAll 13F holders of LOARFull Q2 2026 holdings

Shares (Q2 2026)
189
Value
$15.2K
% of portfolio
<0.1%
Quarters held
6
Since Q1 2025
Holdings of LOAR by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026189$15.2K<0.1%+172+1,011.8%AddedHolders
Q1 202617$973<0.1%−44−72.1%ReducedHolders
Q4 202561$4.15K<0.1%+53+662.5%AddedHolders
Q3 20258$640<0.1%−6−42.9%ReducedHolders
Q2 202514$1.21K<0.1%00.0%UnchangedHolders
Q1 202514$989<0.1%+14NewHolders