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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

PRGS holding history

Progress Software 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.

PRGS overviewAll 13F holders of PRGSFull Q2 2026 holdings

Shares (Q2 2026)
1,062
Value
$35.7K
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of PRGS by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,062$35.7K<0.1%+237+28.7%AddedHolders
Q1 2026825$21.2K<0.1%+619+300.5%AddedHolders
Q4 2025206$8.85K<0.1%+56+37.3%AddedHolders
Q3 2025150$6.59K<0.1%−382−71.8%ReducedHolders
Q2 2025532$34.0K<0.1%+115+27.6%AddedHolders
Q1 2025417$21.5K<0.1%+200+92.2%AddedHolders
Q4 2024217$14.1K<0.1%+71+48.6%AddedHolders
Q3 2024146$9.84K<0.1%+21+16.8%AddedHolders
Q2 2024125$7.30K<0.1%+63+101.6%AddedHolders
Q1 202462$3.09K<0.1%00.0%UnchangedHolders
Q4 202362$3.37K<0.1%00.0%UnchangedHolders
Q3 202362$3.26K<0.1%00.0%UnchangedHolders
Q2 202362$3.60K<0.1%00.0%UnchangedHolders
Q1 202362$3.56K<0.1%00.0%UnchangedHolders
Q4 202262$3.13K<0.1%00.0%UnchangedHolders
Q3 202262$3.00K<0.1%00.0%UnchangedHolders
Q2 202262$3.00K<0.1%00.0%UnchangedHolders
Q1 202262$3.00K<0.1%00.0%UnchangedHolders
Q4 202162$3.00K<0.1%–No prior filingHolders