EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- Latest filing
- Jul 24, 2026
MOFG holding history
MidWestOne Financial Group, 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.
MOFG overviewAll 13F holders of MOFGFull Q2 2026 holdings
- Shares (Q1 2026)
- 0
- Sold out in Q1 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2026 | 0 | $0 | 0.0% | −645−100.0% | Sold out | Holders |
| Q4 2025 | 645 | $24.8K | <0.1% | −213−24.8% | Reduced | Holders |
| Q3 2025 | 858 | $24.3K | <0.1% | +456+113.4% | Added | Holders |
| Q2 2025 | 402 | $11.6K | <0.1% | +402 | New | Holders |
| Q3 2023 | 0 | $0 | 0.0% | −47−100.0% | Sold out | Holders |
| Q2 2023 | 47 | $1.00K | <0.1% | +47 | New | Holders |
| Q1 2023 | 0 | $0 | 0.0% | −33−100.0% | Sold out | Holders |
| Q4 2022 | 33 | $1.05K | <0.1% | +33 | New | Holders |