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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

PATH holding history

UiPath, 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.

PATH overviewAll 13F holders of PATHFull Q2 2026 holdings

Shares (Q2 2026)
1,264
Value
$13.7K
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of PATH by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,264$13.7K<0.1%−3,429−73.1%ReducedHolders
Q1 20264,693$52.1K<0.1%−275−5.5%ReducedHolders
Q4 20254,968$81.4K<0.1%+1,329+36.5%AddedHolders
Q3 20253,639$48.7K<0.1%−13,197−78.4%ReducedHolders
Q2 202516,836$215.5K<0.1%+14,330+571.8%AddedHolders
Q1 20252,506$25.8K<0.1%−468−15.7%ReducedHolders
Q4 20242,974$37.8K<0.1%+1,742+141.4%AddedHolders
Q3 20241,232$15.8K<0.1%−2,444−66.5%ReducedHolders
Q2 20243,676$44.7K<0.1%+757+25.9%AddedHolders
Q1 20242,919$55.4K<0.1%+138+5.0%AddedHolders
Q4 20232,781$69.1K<0.1%+42+1.5%AddedHolders
Q3 20232,739$46.9K<0.1%−61−2.2%ReducedHolders
Q2 20232,800$46.4K<0.1%−753−21.2%ReducedHolders
Q1 20233,553$62.4K<0.1%+61+1.7%AddedHolders
Q4 20223,492$44.4K<0.1%+3,452+8,630.0%AddedHolders
Q3 202240$1.00K<0.1%00.0%UnchangedHolders
Q2 202240$1.00K<0.1%00.0%UnchangedHolders
Q1 202240$1.00K<0.1%−175−81.4%ReducedHolders
Q4 2021215$10.0K<0.1%–No prior filingHolders