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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

SNDR holding history

Schneider National, 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.

SNDR overviewAll 13F holders of SNDRFull Q2 2026 holdings

Shares (Q2 2026)
1,332
Value
$48.7K
% of portfolio
<0.1%
Quarters held
16
Since Q3 2022
Holdings of SNDR by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,332$48.7K<0.1%−184−12.1%ReducedHolders
Q1 20261,516$40.0K<0.1%+489+47.6%AddedHolders
Q4 20251,027$27.2K<0.1%−354−25.6%ReducedHolders
Q3 20251,381$29.2K<0.1%+394+39.9%AddedHolders
Q2 2025987$23.8K<0.1%+404+69.3%AddedHolders
Q1 2025583$13.3K<0.1%+7+1.2%AddedHolders
Q4 2024576$16.9K<0.1%−15−2.5%ReducedHolders
Q3 2024591$16.9K<0.1%+16+2.8%AddedHolders
Q2 2024575$15.5K<0.1%+30+5.5%AddedHolders
Q1 2024545$11.3K<0.1%+364+201.1%AddedHolders
Q4 2023181$4.61K<0.1%−3−1.6%ReducedHolders
Q3 2023184$5.09K<0.1%00.0%UnchangedHolders
Q2 2023184$5.29K<0.1%+144+360.0%AddedHolders
Q1 202340$1.07K<0.1%00.0%UnchangedHolders
Q4 202240$936<0.1%00.0%UnchangedHolders
Q3 202240$1.00K<0.1%+40NewHolders