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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

MNDY holding history

monday.com Ltd. 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.

MNDY overviewAll 13F holders of MNDYFull Q2 2026 holdings

Shares (Q2 2026)
118
Value
$8.54K
% of portfolio
<0.1%
Quarters held
13
Since Q2 2023
Holdings of MNDY by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026118$8.54K<0.1%−307−72.2%ReducedHolders
Q1 2026425$29.4K<0.1%+354+498.6%AddedHolders
Q4 202571$10.5K<0.1%−58−45.0%ReducedHolders
Q3 2025129$25.0K<0.1%−21−14.0%ReducedHolders
Q2 2025150$47.2K<0.1%+65+76.5%AddedHolders
Q1 202585$20.7K<0.1%−41−32.5%ReducedHolders
Q4 2024126$29.7K<0.1%+12+10.5%AddedHolders
Q3 2024114$31.7K<0.1%+7+6.5%AddedHolders
Q2 2024107$24.6K<0.1%+15+16.3%AddedHolders
Q1 202492$17.4K<0.1%00.0%UnchangedHolders
Q4 202392$17.3K<0.1%−44−32.4%ReducedHolders
Q3 2023136$21.7K<0.1%00.0%UnchangedHolders
Q2 2023136$23.3K<0.1%+136NewHolders