Skip to main content

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

SASR holding history

Sandy Spring Bancorp 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.

SASR overviewAll 13F holders of SASRFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q3 2023
Holdings of SASR by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−208−100.0%Sold outHolders
Q1 2025208$5.81K<0.1%−29−12.2%ReducedHolders
Q4 2024237$7.99K<0.1%+14+6.3%AddedHolders
Q3 2024223$6.99K<0.1%+12+5.7%AddedHolders
Q2 2024211$6.46K<0.1%00.0%UnchangedHolders
Q1 2024211$4.32K<0.1%+49+30.2%AddedHolders
Q4 2023162$4.41K<0.1%+116+252.2%AddedHolders
Q3 202346$986<0.1%+46NewHolders