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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

RXO holding history

RXO, 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.

RXO overviewAll 13F holders of RXOFull Q2 2026 holdings

Shares (Q2 2026)
834
Value
$23.0K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of RXO by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026834$23.0K<0.1%+138+19.8%AddedHolders
Q1 2026696$10.2K<0.1%+325+87.6%AddedHolders
Q4 2025371$4.69K<0.1%−30−7.5%ReducedHolders
Q3 2025401$6.17K<0.1%+154+62.3%AddedHolders
Q2 2025247$3.88K<0.1%−36−12.7%ReducedHolders
Q1 2025283$5.41K<0.1%+5+1.8%AddedHolders
Q4 2024278$6.63K<0.1%−211−43.1%ReducedHolders
Q3 2024489$13.7K<0.1%00.0%UnchangedHolders
Q2 2024489$15.5K<0.1%+14+2.9%AddedHolders
Q1 2024475$8.98K<0.1%00.0%UnchangedHolders
Q4 2023475$11.0K<0.1%−63−11.7%ReducedHolders
Q3 2023538$10.6K<0.1%−503−48.3%ReducedHolders
Q2 20231,041$23.6K<0.1%+1+0.1%AddedHolders
Q1 20231,040$20.4K<0.1%−286−21.6%ReducedHolders
Q4 20221,326$22.8K<0.1%+1,326NewHolders