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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

RDVT holding history

Red Violet, 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.

RDVT overviewAll 13F holders of RDVTFull Q2 2026 holdings

Shares (Q2 2026)
164
Value
$10.4K
% of portfolio
<0.1%
Quarters held
7
Since Q4 2024
Holdings of RDVT by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026164$10.4K<0.1%+13+8.6%AddedHolders
Q1 2026151$5.22K<0.1%−317−67.7%ReducedHolders
Q4 2025468$26.7K<0.1%+377+414.3%AddedHolders
Q3 202591$4.75K<0.1%00.0%UnchangedHolders
Q2 202591$4.48K<0.1%+36+65.5%AddedHolders
Q1 202555$2.07K<0.1%+53+2,650.0%AddedHolders
Q4 20242$72<0.1%+2NewHolders