EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- Latest filing
- Jul 24, 2026
OVLY holding history
Oak Valley Bancorp 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.
OVLY overviewAll 13F holders of OVLYFull Q2 2026 holdings
- Shares (Q2 2026)
- 87
- Value
- $2.94K
- % of portfolio
- <0.1%
- Quarters held
- 6
- Since Q1 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 87 | $2.94K | <0.1% | +4+4.8% | Added | Holders |
| Q1 2026 | 83 | $2.69K | <0.1% | +1+1.2% | Added | Holders |
| Q4 2025 | 82 | $2.46K | <0.1% | +1+1.2% | Added | Holders |
| Q3 2025 | 81 | $2.28K | <0.1% | +29+55.8% | Added | Holders |
| Q2 2025 | 52 | $1.42K | <0.1% | +45+642.9% | Added | Holders |
| Q1 2025 | 7 | $175 | <0.1% | +7 | New | Holders |