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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

REZI holding history

Resideo Technologies, 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.

REZI overviewAll 13F holders of REZIFull Q2 2026 holdings

Shares (Q2 2026)
216
Value
$6.72K
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of REZI by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026216$6.72K<0.1%−199−48.0%ReducedHolders
Q1 2026415$14.0K<0.1%−80−16.2%ReducedHolders
Q4 2025495$17.4K<0.1%+44+9.8%AddedHolders
Q3 2025451$19.5K<0.1%−551−55.0%ReducedHolders
Q2 20251,002$22.1K<0.1%+503+100.8%AddedHolders
Q1 2025499$8.83K<0.1%+34+7.3%AddedHolders
Q4 2024465$10.7K<0.1%+34+7.9%AddedHolders
Q3 2024431$8.68K<0.1%+9+2.1%AddedHolders
Q2 2024422$9.59K<0.1%+64+17.9%AddedHolders
Q1 2024358$6.99K<0.1%−2−0.6%ReducedHolders
Q4 2023360$6.78K<0.1%+235+188.0%AddedHolders
Q3 2023125$1.98K<0.1%00.0%UnchangedHolders
Q2 2023125$2.21K<0.1%−98−43.9%ReducedHolders
Q1 2023223$4.08K<0.1%00.0%UnchangedHolders
Q4 2022223$3.67K<0.1%−1,094−83.1%ReducedHolders
Q3 20221,317$25.0K<0.1%+420+46.8%AddedHolders
Q2 2022897$17.0K<0.1%−232−20.5%ReducedHolders
Q1 20221,129$27.0K<0.1%+913+422.7%AddedHolders
Q4 2021216$6.00K<0.1%–No prior filingHolders