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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

PAA holding history

Plains All American Pipeline LP 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.

PAA overviewAll 13F holders of PAAFull Q2 2026 holdings

Shares (Q2 2026)
3,794
Value
$84.5K
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of PAA by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,794$84.5K<0.1%00.0%UnchangedHolders
Q1 20263,794$84.7K<0.1%+3,494+1,164.7%AddedHolders
Q4 2025300$5.39K<0.1%00.0%UnchangedHolders
Q3 2025300$5.12K<0.1%−1,350−81.8%ReducedHolders
Q2 20251,650$30.2K<0.1%00.0%UnchangedHolders
Q1 20251,650$33.0K<0.1%00.0%UnchangedHolders
Q4 20241,650$28.2K<0.1%00.0%UnchangedHolders
Q3 20241,650$28.7K<0.1%00.0%UnchangedHolders
Q2 20241,650$30.0K<0.1%00.0%UnchangedHolders
Q1 20241,650$28.4K<0.1%+300+22.2%AddedHolders
Q4 20231,350$20.5K<0.1%00.0%UnchangedHolders
Q3 20231,350$20.7K<0.1%00.0%UnchangedHolders
Q2 20231,350$19.0K<0.1%00.0%UnchangedHolders
Q1 20231,350$16.8K<0.1%00.0%UnchangedHolders
Q4 20221,350$15.9K<0.1%00.0%UnchangedHolders
Q3 20221,350$14.0K<0.1%00.0%UnchangedHolders
Q2 20221,350$13.0K<0.1%00.0%UnchangedHolders
Q1 20221,350$15.0K<0.1%00.0%UnchangedHolders
Q4 20211,350$13.0K<0.1%–No prior filingHolders