Skip to main content

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

SLP holding history

Simulations Plus, 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.

SLP overviewAll 13F holders of SLPFull Q2 2026 holdings

Shares (Q2 2026)
755
Value
$13.8K
% of portfolio
<0.1%
Quarters held
5
Since Q1 2025
Holdings of SLP by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026755$13.8K<0.1%+407+117.0%AddedHolders
Q1 2026348$4.11K<0.1%+279+404.3%AddedHolders
Q4 202569$1.26K<0.1%+41+146.4%AddedHolders
Q3 202528$422<0.1%+28NewHolders
Q2 20250$00.0%−20−100.0%Sold outHolders
Q1 202520$490<0.1%+20NewHolders