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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

NL holding history

Nli Holdings, 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.

NL overviewAll 13F holders of NLFull Q2 2026 holdings

Shares (Q2 2026)
195
Value
$1.16K
% of portfolio
<0.1%
Quarters held
11
Since Q4 2023
Holdings of NL by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026195$1.16K<0.1%+1+0.5%AddedHolders
Q1 2026194$1.13K<0.1%−2−1.0%ReducedHolders
Q4 2025196$1.07K<0.1%−9−4.4%ReducedHolders
Q3 2025205$1.26K<0.1%−145−41.4%ReducedHolders
Q2 2025350$2.24K<0.1%+148+73.3%AddedHolders
Q1 2025202$1.60K<0.1%+4+2.0%AddedHolders
Q4 2024198$1.54K<0.1%00.0%UnchangedHolders
Q3 2024198$1.47K<0.1%00.0%UnchangedHolders
Q2 2024198$1.26K<0.1%00.0%UnchangedHolders
Q1 2024198$1.63K<0.1%00.0%UnchangedHolders
Q4 2023198$1.11K<0.1%+198NewHolders