Skip to main content

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

SMRT holding history

SmartRent, 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.

SMRT overviewAll 13F holders of SMRTFull Q2 2026 holdings

Shares (Q2 2026)
693
Value
$825
% of portfolio
<0.1%
Quarters held
8
Since Q2 2024
Holdings of SMRT by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026693$825<0.1%−139−16.7%ReducedHolders
Q1 2026832$1.25K<0.1%−549−39.8%ReducedHolders
Q4 20251,381$2.79K<0.1%−567−29.1%ReducedHolders
Q3 20251,948$2.75K<0.1%−3,526−64.4%ReducedHolders
Q2 20255,474$5.42K<0.1%+3,912+250.4%AddedHolders
Q1 20251,562$1.89K<0.1%+1,557+31,140.0%AddedHolders
Q4 20245$9<0.1%+5NewHolders
Q3 20240$00.0%−992−100.0%Sold outHolders
Q2 2024992$1.82K<0.1%+992NewHolders