Skip to main content

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

NEU holding history

Newmarket Corp 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.

NEU overviewAll 13F holders of NEUFull Q2 2026 holdings

Shares (Q2 2026)
243
Value
$192.3K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2021
Holdings of NEU by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026243$192.3K<0.1%+47+24.0%AddedHolders
Q1 2026196$125.7K<0.1%+3+1.6%AddedHolders
Q4 2025193$132.7K<0.1%−26−11.9%ReducedHolders
Q3 2025219$181.4K<0.1%+68+45.0%AddedHolders
Q2 2025151$104.3K<0.1%+71+88.8%AddedHolders
Q1 202580$45.3K<0.1%+39+95.1%AddedHolders
Q4 202441$21.7K<0.1%+22+115.8%AddedHolders
Q3 202419$10.5K<0.1%+1+5.6%AddedHolders
Q2 202418$10.1K<0.1%+1+5.9%AddedHolders
Q1 202417$8.97K<0.1%+11+183.3%AddedHolders
Q4 20236$3.28K<0.1%+2+50.0%AddedHolders
Q3 20234$1.82K<0.1%+1+33.3%AddedHolders
Q2 20233$1.21K<0.1%+3NewHolders
Q2 20220$00.0%−5−100.0%Sold outHolders
Q1 20225$2.00K<0.1%00.0%UnchangedHolders
Q4 20215$2.00K<0.1%–No prior filingHolders