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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

P holding history

Everpure, 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.

P overviewAll 13F holders of PFull Q2 2026 holdings

Shares (Q2 2026)
2,705
Value
$213.1K
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of P by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,705$213.1K<0.1%−1,510−35.8%ReducedHolders
Q1 20264,215$248.9K<0.1%−102−2.4%ReducedHolders
Q4 20254,317$289.3K<0.1%+531+14.0%AddedHolders
Q3 20253,786$317.3K<0.1%+583+18.2%AddedHolders
Q2 20253,203$184.4K<0.1%+2,316+261.1%AddedHolders
Q1 2025887$39.3K<0.1%+174+24.4%AddedHolders
Q4 2024713$43.8K<0.1%+436+157.4%AddedHolders
Q3 2024277$13.9K<0.1%−21−7.0%ReducedHolders
Q2 2024298$17.9K<0.1%+39+15.1%AddedHolders
Q1 2024259$13.1K<0.1%+4+1.6%AddedHolders
Q4 2023255$9.09K<0.1%−28−9.9%ReducedHolders
Q3 2023283$10.1K<0.1%+43+17.9%AddedHolders
Q2 2023240$8.84K<0.1%−20−7.7%ReducedHolders
Q1 2023260$6.63K<0.1%−78−23.1%ReducedHolders
Q4 2022338$9.04K<0.1%00.0%UnchangedHolders
Q3 2022338$9.00K<0.1%00.0%UnchangedHolders
Q2 2022338$9.00K<0.1%00.0%UnchangedHolders
Q1 2022338$12.0K<0.1%00.0%UnchangedHolders
Q4 2021338$11.0K<0.1%–No prior filingHolders