EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- Latest filing
- Jul 24, 2026
RYAN holding history
Ryan Specialty Holdings, 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.
RYAN overviewAll 13F holders of RYANFull Q2 2026 holdings
- Shares (Q2 2026)
- 310
- Value
- $11.7K
- % of portfolio
- <0.1%
- Quarters held
- 13
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 310 | $11.7K | <0.1% | −131−29.7% | Reduced | Holders |
| Q1 2026 | 441 | $14.9K | <0.1% | +393+818.8% | Added | Holders |
| Q4 2025 | 48 | $2.48K | <0.1% | −213−81.6% | Reduced | Holders |
| Q3 2025 | 261 | $14.7K | <0.1% | +128+96.2% | Added | Holders |
| Q2 2025 | 133 | $9.04K | <0.1% | +96+259.5% | Added | Holders |
| Q1 2025 | 37 | $2.73K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 37 | $2.37K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 37 | $2.46K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 37 | $2.28K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 37 | $1.83K | <0.1% | +25+208.3% | Added | Holders |
| Q4 2023 | 12 | $516 | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2023 | 12 | $581 | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 12 | $539 | <0.1% | +12 | New | Holders |