EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- Latest filing
- Jul 24, 2026
SAFE holding history
Safehold 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.
SAFE overviewAll 13F holders of SAFEFull Q2 2026 holdings
- Shares (Q2 2026)
- 501
- Value
- $7.87K
- % of portfolio
- <0.1%
- Quarters held
- 14
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 501 | $7.87K | <0.1% | +184+58.0% | Added | Holders |
| Q1 2026 | 317 | $4.29K | <0.1% | −3−0.9% | Reduced | Holders |
| Q4 2025 | 320 | $4.38K | <0.1% | −125−28.1% | Reduced | Holders |
| Q3 2025 | 445 | $6.89K | <0.1% | +138+45.0% | Added | Holders |
| Q2 2025 | 307 | $4.78K | <0.1% | −39−11.3% | Reduced | Holders |
| Q1 2025 | 346 | $6.48K | <0.1% | +73+26.7% | Added | Holders |
| Q4 2024 | 273 | $5.04K | <0.1% | −134−32.9% | Reduced | Holders |
| Q3 2024 | 407 | $10.7K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 407 | $9.42K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 407 | $7.42K | <0.1% | −165−28.8% | Reduced | Holders |
| Q4 2023 | 572 | $13.4K | <0.1% | +86+17.7% | Added | Holders |
| Q3 2023 | 486 | $8.65K | <0.1% | +486 | New | Holders |
| Q2 2023 | 0 | $0 | 0.0% | −230−100.0% | Sold out | Holders |
| Q1 2023 | 230 | $6.75K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 230 | $6.58K | <0.1% | +230 | New | Holders |