EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- Latest filing
- Jul 24, 2026
SBFG holding history
SB Financial Group, 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.
SBFG overviewAll 13F holders of SBFGFull Q2 2026 holdings
- Shares (Q2 2026)
- 24
- Value
- $606
- % of portfolio
- <0.1%
- Quarters held
- 5
- Since Q2 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 24 | $606 | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2026 | 24 | $504 | <0.1% | −1−4.0% | Reduced | Holders |
| Q4 2025 | 25 | $557 | <0.1% | −31−55.4% | Reduced | Holders |
| Q3 2025 | 56 | $1.08K | <0.1% | +13+30.2% | Added | Holders |
| Q2 2025 | 43 | $821 | <0.1% | +43 | New | Holders |