EverSource Wealth Advisors, LLC

SEC CIK: 0001710537
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

PDLB holding history

Ponce Financial Group, 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.

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

Shares (Q2 2026): 28
Value: $558
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of PDLB by EverSource Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	28	$558	<0.1%	+13+86.7%	Added	Holders
Q1 2026	15	$251	<0.1%	+7+87.5%	Added	Holders
Q4 2025	8	$131	<0.1%	+2+33.3%	Added	Holders
Q3 2025	6	$88	<0.1%	+6	New	Holders