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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

SBR holding history

Sabine Royalty Trust 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.

SBR overviewAll 13F holders of SBRFull Q2 2026 holdings

Shares (Q2 2026)
75
Value
$5.49K
% of portfolio
<0.1%
Quarters held
3
Since Q3 2024
Holdings of SBR by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202675$5.49K<0.1%+71+1,775.0%AddedHolders
Q1 20264$300<0.1%+4NewHolders
Q4 20240$00.0%−255−100.0%Sold outHolders
Q3 2024255$15.7K<0.1%+255NewHolders