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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

OBK holding history

Origin 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.

OBK overviewAll 13F holders of OBKFull Q2 2026 holdings

Shares (Q2 2026)
223
Value
$11.4K
% of portfolio
<0.1%
Quarters held
6
Since Q1 2025
Holdings of OBK by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026223$11.4K<0.1%−325−59.3%ReducedHolders
Q1 2026548$22.7K<0.1%+79+16.8%AddedHolders
Q4 2025469$17.6K<0.1%+150+47.0%AddedHolders
Q3 2025319$11.0K<0.1%+21+7.0%AddedHolders
Q2 2025298$10.7K<0.1%+268+893.3%AddedHolders
Q1 202530$1.04K<0.1%+30NewHolders