Skip to main content

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

RBA holding history

RB Global 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.

RBA overviewAll 13F holders of RBAFull Q2 2026 holdings

Shares (Q2 2026)
64,122
Value
$7.47M
% of portfolio
0.3%
Quarters held
18
Since Q4 2021
Holdings of RBA by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202664,122$7.47M0.3%−3,962−5.8%ReducedHolders
Q1 202668,084$6.53M0.2%+415+0.6%AddedHolders
Q4 202567,669$6.96M0.3%+216+0.3%AddedHolders
Q3 202567,453$7.31M0.3%−187−0.3%ReducedHolders
Q2 202567,640$7.18M0.3%−371−0.5%ReducedHolders
Q1 202568,011$6.82M0.4%−1,243−1.8%ReducedHolders
Q4 202469,254$6.25M0.4%+2,222+3.3%AddedHolders
Q3 202467,032$5.40M0.3%−131−0.2%ReducedHolders
Q2 202467,163$5.35M0.4%−184−0.3%ReducedHolders
Q1 202467,347$4.82M0.4%−975−1.4%ReducedHolders
Q4 202368,322$4.57M0.4%+18,146+36.2%AddedHolders
Q3 202350,176$3.14M0.3%+4,100+8.9%AddedHolders
Q2 202346,076$2.76M0.3%+34,996+315.8%AddedHolders
Q1 202311,080$623.7K0.1%+11,066+79,042.9%AddedHolders
Q4 202214$810<0.1%00.0%UnchangedHolders
Q3 202214$1.00K<0.1%+14NewHolders
Q2 20220$00.0%−270−100.0%Sold outHolders
Q1 2022270$16.0K<0.1%00.0%UnchangedHolders
Q4 2021270$17.0K<0.1%–No prior filingHolders