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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

MPB holding history

Mid Penn Bancorp 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.

MPB overviewAll 13F holders of MPBFull Q2 2026 holdings

Shares (Q2 2026)
24
Value
$836
% of portfolio
<0.1%
Quarters held
10
Since Q3 2022
Holdings of MPB by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202624$836<0.1%+6+33.3%AddedHolders
Q1 202618$579<0.1%+12+200.0%AddedHolders
Q4 20256$186<0.1%+2+50.0%AddedHolders
Q3 20254$115<0.1%00.0%UnchangedHolders
Q2 20254$113<0.1%+2+100.0%AddedHolders
Q1 20252$52<0.1%−27−93.1%ReducedHolders
Q4 202429$836<0.1%+29NewHolders
Q2 20230$00.0%−32−100.0%Sold outHolders
Q1 202332$820<0.1%00.0%UnchangedHolders
Q4 202232$959<0.1%00.0%UnchangedHolders
Q3 202232$1.00K<0.1%+32NewHolders