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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

SAIA holding history

Saia 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.

SAIA overviewAll 13F holders of SAIAFull Q2 2026 holdings

Shares (Q2 2026)
264
Value
$111.2K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of SAIA by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026264$111.2K<0.1%−95−26.5%ReducedHolders
Q1 2026359$126.1K<0.1%−69−16.1%ReducedHolders
Q4 2025428$139.8K<0.1%−61−12.5%ReducedHolders
Q3 2025489$146.4K<0.1%−82−14.4%ReducedHolders
Q2 2025571$156.4K<0.1%−54−8.6%ReducedHolders
Q1 2025625$218.4K<0.1%−119−16.0%ReducedHolders
Q4 2024744$339.1K<0.1%+26+3.6%AddedHolders
Q3 2024718$314.0K<0.1%−14−1.9%ReducedHolders
Q2 2024732$305.9K<0.1%+9+1.2%AddedHolders
Q1 2024723$286.9K<0.1%+27+3.9%AddedHolders
Q4 2023696$305.0K<0.1%−70−9.1%ReducedHolders
Q3 2023766$305.4K<0.1%+181+30.9%AddedHolders
Q2 2023585$200.3K<0.1%00.0%UnchangedHolders
Q1 2023585$159.2K<0.1%+578+8,257.1%AddedHolders
Q4 20227$1.47K<0.1%+7NewHolders