Skip to main content

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

PNNT holding history

Pennantpark Investment Corp 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.

PNNT overviewAll 13F holders of PNNTFull Q2 2026 holdings

Shares (Q2 2026)
638
Value
$2.21K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of PNNT by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026638$2.21K<0.1%−1−0.2%ReducedHolders
Q1 2026639$2.87K<0.1%00.0%UnchangedHolders
Q4 2025639$3.81K<0.1%−3,199−83.4%ReducedHolders
Q3 20253,838$25.8K<0.1%+143+3.9%AddedHolders
Q2 20253,695$25.3K<0.1%+1,853+100.6%AddedHolders
Q1 20251,842$12.9K<0.1%00.0%UnchangedHolders
Q4 20241,842$13.0K<0.1%00.0%UnchangedHolders
Q3 20241,842$12.9K<0.1%00.0%UnchangedHolders
Q2 20241,842$13.4K<0.1%00.0%UnchangedHolders
Q1 20241,842$13.1K<0.1%00.0%UnchangedHolders
Q4 20231,842$12.7K<0.1%00.0%UnchangedHolders
Q3 20231,842$12.1K<0.1%00.0%UnchangedHolders
Q2 20231,842$10.8K<0.1%00.0%UnchangedHolders
Q1 20231,842$9.73K<0.1%00.0%UnchangedHolders
Q4 20221,842$10.6K<0.1%+1,842NewHolders