EverSource Wealth Advisors, LLC

SEC CIK: 0001710537
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

OS holding history

OneStream, 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.

OS overview All 13F holders of OS Full Q2 2026 holdings

Shares (Q2 2026): 0; Sold out in Q2 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q3 2025

Holdings of OS by EverSource Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	0	$0	0.0%	−3,626−100.0%	Sold out	Holders
Q1 2026	3,626	$87.0K	<0.1%	+953+35.7%	Added	Holders
Q4 2025	2,673	$49.1K	<0.1%	+2,532+1,795.7%	Added	Holders
Q3 2025	141	$2.60K	<0.1%	+141	New	Holders