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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

MATX holding history

Matson, 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.

MATX overviewAll 13F holders of MATXFull Q2 2026 holdings

Shares (Q2 2026)
305
Value
$58.6K
% of portfolio
<0.1%
Quarters held
16
Since Q3 2022
Holdings of MATX by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026305$58.6K<0.1%+23+8.2%AddedHolders
Q1 2026282$46.2K<0.1%+24+9.3%AddedHolders
Q4 2025258$31.9K<0.1%+94+57.3%AddedHolders
Q3 2025164$16.2K<0.1%−48−22.6%ReducedHolders
Q2 2025212$23.6K<0.1%+68+47.2%AddedHolders
Q1 2025144$18.5K<0.1%+31+27.4%AddedHolders
Q4 2024113$15.2K<0.1%+5+4.6%AddedHolders
Q3 2024108$15.4K<0.1%+6+5.9%AddedHolders
Q2 2024102$13.5K<0.1%00.0%UnchangedHolders
Q1 2024102$11.0K<0.1%+4+4.1%AddedHolders
Q4 202398$10.7K<0.1%+16+19.5%AddedHolders
Q3 202382$7.28K<0.1%00.0%UnchangedHolders
Q2 202382$6.37K<0.1%+14+20.6%AddedHolders
Q1 202368$4.06K<0.1%00.0%UnchangedHolders
Q4 202268$4.25K<0.1%−13−16.0%ReducedHolders
Q3 202281$5.00K<0.1%+81NewHolders