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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

ONL holding history

Orion Properties 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.

ONL overviewAll 13F holders of ONLFull Q2 2026 holdings

Shares (Q2 2026)
285
Value
$824
% of portfolio
<0.1%
Quarters held
17
Since Q1 2022
Holdings of ONL by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026285$824<0.1%−2,764−90.7%ReducedHolders
Q1 20263,049$6.55K<0.1%−98−3.1%ReducedHolders
Q4 20253,147$7.11K<0.1%−417−11.7%ReducedHolders
Q3 20253,564$9.62K<0.1%−14,102−79.8%ReducedHolders
Q2 202517,666$37.6K<0.1%+3,217+22.3%AddedHolders
Q1 202514,449$30.9K<0.1%+13,232+1,087.3%AddedHolders
Q4 20241,217$4.51K<0.1%00.0%UnchangedHolders
Q3 20241,217$4.87K<0.1%00.0%UnchangedHolders
Q2 20241,217$4.93K<0.1%+142+13.2%AddedHolders
Q1 20241,075$3.35K<0.1%+983+1,068.5%AddedHolders
Q4 202392$526<0.1%−439−82.7%ReducedHolders
Q3 2023531$2.77K<0.1%+275+107.4%AddedHolders
Q2 2023256$1.69K<0.1%+187+271.0%AddedHolders
Q1 202369$462<0.1%−176−71.8%ReducedHolders
Q4 2022245$2.09K<0.1%+245NewHolders
Q3 20220$00.0%−138−100.0%Sold outHolders
Q2 2022138$2.00K<0.1%+89+181.6%AddedHolders
Q1 202249$1.00K<0.1%+49NewHolders