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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

SIRI holding history

Sirius XM 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.

SIRI overviewAll 13F holders of SIRIFull Q2 2026 holdings

Shares (Q2 2026)
3,793
Value
$112.0K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of SIRI by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,793$112.0K<0.1%−165−4.2%ReducedHolders
Q1 20263,958$91.3K<0.1%+1,947+96.8%AddedHolders
Q4 20252,011$40.2K<0.1%−3,412−62.9%ReducedHolders
Q3 20255,423$126.2K<0.1%−527−8.9%ReducedHolders
Q2 20255,950$136.7K<0.1%+4,076+217.5%AddedHolders
Q1 20251,874$42.3K<0.1%+788+72.6%AddedHolders
Q4 20241,086$24.8K<0.1%+262+31.8%AddedHolders
Q3 2024824$19.5K<0.1%−2,408−74.5%ReducedHolders
Q2 20243,232$11.2K<0.1%+1,302+67.5%AddedHolders
Q1 20241,930$5.67K<0.1%−1,017−34.5%ReducedHolders
Q4 20232,947$16.1K<0.1%+296+11.2%AddedHolders
Q3 20232,651$12.0K<0.1%−497−15.8%ReducedHolders
Q2 20233,148$14.3K<0.1%+497+18.7%AddedHolders
Q1 20232,651$10.5K<0.1%00.0%UnchangedHolders
Q4 20222,651$15.5K<0.1%+2,651NewHolders