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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

ORANY holding history

Orange 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.

ORANY overviewAll 13F holders of ORANYFull Q2 2026 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q4 2021
Holdings of ORANY by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−6,595−100.0%Sold outHolders
Q3 20246,595$75.7K<0.1%−3,202−32.7%ReducedHolders
Q2 20249,797$108.8K<0.1%−1,513−13.4%ReducedHolders
Q1 202411,310$125.4K<0.1%+3,033+36.6%AddedHolders
Q4 20238,277$94.6K<0.1%+965+13.2%AddedHolders
Q3 20237,312$84.0K<0.1%+437+6.4%AddedHolders
Q2 20236,875$80.0K<0.1%+86+1.3%AddedHolders
Q1 20236,789$81.0K<0.1%+650+10.6%AddedHolders
Q4 20226,139$60.7K<0.1%+4,897+394.3%AddedHolders
Q3 20221,242$11.0K<0.1%+1,027+477.7%AddedHolders
Q2 2022215$3.00K<0.1%00.0%UnchangedHolders
Q1 2022215$3.00K<0.1%00.0%UnchangedHolders
Q4 2021215$2.00K<0.1%–No prior filingHolders