Skip to main content

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

SLQT holding history

SelectQuote, 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.

SLQT overviewAll 13F holders of SLQTFull Q2 2026 holdings

Shares (Q2 2026)
4,446
Value
$3.74K
% of portfolio
<0.1%
Quarters held
8
Since Q4 2021
Holdings of SLQT by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,446$3.74K<0.1%+2,629+144.7%AddedHolders
Q1 20261,817$1.14K<0.1%+1,119+160.3%AddedHolders
Q4 2025698$984<0.1%−1,651−70.3%ReducedHolders
Q3 20252,349$4.60K<0.1%−913−28.0%ReducedHolders
Q2 20253,262$7.76K<0.1%+3,159+3,067.0%AddedHolders
Q1 2025103$344<0.1%+103NewHolders
Q2 20220$00.0%−259−100.0%Sold outHolders
Q1 2022259$1.00K<0.1%00.0%UnchangedHolders
Q4 2021259$2.00K<0.1%–No prior filingHolders