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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

NTRS holding history

Northern Trust 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.

NTRS overviewAll 13F holders of NTRSFull Q2 2026 holdings

Shares (Q2 2026)
2,351
Value
$408.7K
% of portfolio
<0.1%
Quarters held
17
Since Q2 2022
Holdings of NTRS by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,351$408.7K<0.1%−614−20.7%ReducedHolders
Q1 20262,965$413.8K<0.1%+560+23.3%AddedHolders
Q4 20252,405$328.5K<0.1%+1,023+74.0%AddedHolders
Q3 20251,382$186.0K<0.1%+32+2.4%AddedHolders
Q2 20251,350$171.2K<0.1%+596+79.0%AddedHolders
Q1 2025754$74.4K<0.1%+260+52.6%AddedHolders
Q4 2024494$50.6K<0.1%+224+83.0%AddedHolders
Q3 2024270$24.3K<0.1%−20−6.9%ReducedHolders
Q2 2024290$25.7K<0.1%+73+33.6%AddedHolders
Q1 2024217$17.9K<0.1%+40+22.6%AddedHolders
Q4 2023177$14.9K<0.1%+126+247.1%AddedHolders
Q3 202351$3.54K<0.1%+10+24.4%AddedHolders
Q2 202341$3.04K<0.1%+28+215.4%AddedHolders
Q1 202313$1.15K<0.1%+10+333.3%AddedHolders
Q4 20223$265<0.1%−57−95.0%ReducedHolders
Q3 202260$5.00K<0.1%+46+328.6%AddedHolders
Q2 202214$1.00K<0.1%+14NewHolders