Skip to main content

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

SKWD holding history

Skyward Specialty Insurance 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.

SKWD overviewAll 13F holders of SKWDFull Q2 2026 holdings

Shares (Q2 2026)
465
Value
$27.1K
% of portfolio
<0.1%
Quarters held
8
Since Q4 2023
Holdings of SKWD by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026465$27.1K<0.1%−1,609−77.6%ReducedHolders
Q1 20262,074$90.6K<0.1%+1,791+632.9%AddedHolders
Q4 2025283$14.5K<0.1%+256+948.1%AddedHolders
Q3 202527$1.28K<0.1%−64−70.3%ReducedHolders
Q2 202591$5.26K<0.1%+57+167.6%AddedHolders
Q1 202534$1.80K<0.1%−6−15.0%ReducedHolders
Q4 202440$2.02K<0.1%+40NewHolders
Q1 20240$00.0%−320−100.0%Sold outHolders
Q4 2023320$10.8K<0.1%+320NewHolders