Skip to main content

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

OPI holding history

Office Properties Income Trust 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.

OPI overviewAll 13F holders of OPIFull Q2 2026 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q4 2021
Holdings of OPI by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−244−100.0%Sold outHolders
Q4 2024244$244<0.1%00.0%UnchangedHolders
Q3 2024244$532<0.1%00.0%UnchangedHolders
Q2 2024244$608<0.1%+244NewHolders
Q1 20240$00.0%−199−100.0%Sold outHolders
Q4 2023199$1.46K<0.1%00.0%UnchangedHolders
Q3 2023199$816<0.1%−502−71.6%ReducedHolders
Q2 2023701$5.40K<0.1%+498+245.3%AddedHolders
Q1 2023203$2.50K<0.1%−1,000−83.1%ReducedHolders
Q4 20221,203$16.1K<0.1%+1,001+495.5%AddedHolders
Q3 2022202$3.00K<0.1%+202NewHolders
Q2 20220$00.0%−278−100.0%Sold outHolders
Q1 2022278$7.00K<0.1%00.0%UnchangedHolders
Q4 2021278$7.00K<0.1%–No prior filingHolders