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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

SBH holding history

Sally Beauty 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.

SBH overviewAll 13F holders of SBHFull Q2 2026 holdings

Shares (Q2 2026)
647
Value
$9.15K
% of portfolio
<0.1%
Quarters held
17
Since Q4 2021
Holdings of SBH by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026647$9.15K<0.1%−1,242−65.7%ReducedHolders
Q1 20261,889$26.2K<0.1%+701+59.0%AddedHolders
Q4 20251,188$16.9K<0.1%−267−18.4%ReducedHolders
Q3 20251,455$23.7K<0.1%−81−5.3%ReducedHolders
Q2 20251,536$14.2K<0.1%+1,087+242.1%AddedHolders
Q1 2025449$4.05K<0.1%+21+4.9%AddedHolders
Q4 2024428$4.47K<0.1%−259−37.7%ReducedHolders
Q3 2024687$9.32K<0.1%00.0%UnchangedHolders
Q2 2024687$7.87K<0.1%+193+39.1%AddedHolders
Q1 2024494$5.36K<0.1%00.0%UnchangedHolders
Q4 2023494$6.56K<0.1%+385+353.2%AddedHolders
Q3 2023109$913<0.1%−421−79.4%ReducedHolders
Q2 2023530$6.55K<0.1%+530NewHolders
Q4 20220$00.0%−116−100.0%Sold outHolders
Q3 2022116$1.00K<0.1%−187−61.7%ReducedHolders
Q2 2022303$4.00K<0.1%−439−59.2%ReducedHolders
Q1 2022742$12.0K<0.1%00.0%UnchangedHolders
Q4 2021742$13.0K<0.1%–No prior filingHolders