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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

PII holding history

Polaris 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.

PII overviewAll 13F holders of PIIFull Q2 2026 holdings

Shares (Q2 2026)
2,252
Value
$154.1K
% of portfolio
<0.1%
Quarters held
17
Since Q4 2021
Holdings of PII by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,252$154.1K<0.1%−1,115−33.1%ReducedHolders
Q1 20263,367$183.5K<0.1%+552+19.6%AddedHolders
Q4 20252,815$178.1K<0.1%+819+41.0%AddedHolders
Q3 20251,996$116.0K<0.1%−148−6.9%ReducedHolders
Q2 20252,144$87.2K<0.1%+1,830+582.8%AddedHolders
Q1 2025314$12.9K<0.1%+246+361.8%AddedHolders
Q4 202468$3.92K<0.1%+63+1,260.0%AddedHolders
Q3 20245$416<0.1%+5NewHolders
Q2 20240$00.0%−4−100.0%Sold outHolders
Q1 20244$341<0.1%−90−95.7%ReducedHolders
Q4 202394$8.91K<0.1%−14−13.0%ReducedHolders
Q3 2023108$11.2K<0.1%00.0%UnchangedHolders
Q2 2023108$13.1K<0.1%+104+2,600.0%AddedHolders
Q1 20234$443<0.1%+4NewHolders
Q4 20220$00.0%−50−100.0%Sold outHolders
Q3 202250$5.00K<0.1%00.0%UnchangedHolders
Q2 202250$5.00K<0.1%00.0%UnchangedHolders
Q1 202250$5.00K<0.1%00.0%UnchangedHolders
Q4 202150$5.00K<0.1%–No prior filingHolders