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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

SEI holding history

Solaris Energy Infrastructure, 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.

SEI overviewAll 13F holders of SEIFull Q2 2026 holdings

Shares (Q2 2026)
68
Value
$5.47K
% of portfolio
<0.1%
Quarters held
9
Since Q2 2024
Holdings of SEI by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202668$5.47K<0.1%−2,655−97.5%ReducedHolders
Q1 20262,723$153.9K<0.1%+9+0.3%AddedHolders
Q4 20252,714$124.8K<0.1%−32−1.2%ReducedHolders
Q3 20252,746$109.8K<0.1%00.0%UnchangedHolders
Q2 20252,746$77.7K<0.1%+2,628+2,227.1%AddedHolders
Q1 2025118$2.57K<0.1%+24+25.5%AddedHolders
Q4 202494$2.71K<0.1%+37+64.9%AddedHolders
Q3 202457$727<0.1%00.0%UnchangedHolders
Q2 202457$750<0.1%+57NewHolders