EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- Latest filing
- Jul 24, 2026
REFI holding history
Chicago Atlantic Real Estate Finance, 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.
REFI overviewAll 13F holders of REFIFull Q2 2026 holdings
- Shares (Q2 2026)
- 91
- Value
- $977
- % of portfolio
- <0.1%
- Quarters held
- 7
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 91 | $977 | <0.1% | +64+237.0% | Added | Holders |
| Q1 2026 | 27 | $305 | <0.1% | −13−32.5% | Reduced | Holders |
| Q4 2025 | 40 | $491 | <0.1% | −4,493−99.1% | Reduced | Holders |
| Q3 2025 | 4,533 | $58.0K | <0.1% | −2,189−32.6% | Reduced | Holders |
| Q2 2025 | 6,722 | $93.8K | <0.1% | +6,508+3,041.1% | Added | Holders |
| Q1 2025 | 214 | $3.15K | <0.1% | +194+970.0% | Added | Holders |
| Q4 2024 | 20 | $308 | <0.1% | +20 | New | Holders |