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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

PRIM holding history

Primoris Services 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.

PRIM overviewAll 13F holders of PRIMFull Q2 2026 holdings

Shares (Q2 2026)
111
Value
$11.0K
% of portfolio
<0.1%
Quarters held
8
Since Q3 2024
Holdings of PRIM by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026111$11.0K<0.1%−2,345−95.5%ReducedHolders
Q1 20262,456$351.3K<0.1%+317+14.8%AddedHolders
Q4 20252,139$265.5K<0.1%+177+9.0%AddedHolders
Q3 20251,962$269.5K<0.1%+581+42.1%AddedHolders
Q2 20251,381$107.6K<0.1%+1,342+3,441.0%AddedHolders
Q1 202539$2.24K<0.1%+14+56.0%AddedHolders
Q4 202425$1.91K<0.1%+15+150.0%AddedHolders
Q3 202410$581<0.1%+10NewHolders