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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

SPNT holding history

SiriusPoint Ltd 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.

SPNT overviewAll 13F holders of SPNTFull Q2 2026 holdings

Shares (Q2 2026)
4,275
Value
$102.6K
% of portfolio
<0.1%
Quarters held
17
Since Q4 2021
Holdings of SPNT by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,275$102.6K<0.1%+571+15.4%AddedHolders
Q1 20263,704$79.8K<0.1%+1,256+51.3%AddedHolders
Q4 20252,448$53.6K<0.1%+823+50.6%AddedHolders
Q3 20251,625$29.4K<0.1%−488−23.1%ReducedHolders
Q2 20252,113$43.1K<0.1%+1,377+187.1%AddedHolders
Q1 2025736$12.7K<0.1%+3+0.4%AddedHolders
Q4 2024733$12.0K<0.1%+82+12.6%AddedHolders
Q3 2024651$9.34K<0.1%00.0%UnchangedHolders
Q2 2024651$9.36K<0.1%00.0%UnchangedHolders
Q1 2024651$7.67K<0.1%00.0%UnchangedHolders
Q4 2023651$7.55K<0.1%−186−22.2%ReducedHolders
Q3 2023837$8.51K<0.1%−241−22.4%ReducedHolders
Q2 20231,078$9.73K<0.1%00.0%UnchangedHolders
Q1 20231,078$8.76K<0.1%00.0%UnchangedHolders
Q4 20221,078$6.36K<0.1%00.0%UnchangedHolders
Q3 20221,078$5.00K<0.1%+1,078NewHolders
Q1 20220$00.0%−1,625−100.0%Sold outHolders
Q4 20211,625$13.0K<0.1%–No prior filingHolders