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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

STRA holding history

Strategic Education, 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.

STRA overviewAll 13F holders of STRAFull Q2 2026 holdings

Shares (Q2 2026)
266
Value
$20.4K
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of STRA by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026266$20.4K<0.1%−200−42.9%ReducedHolders
Q1 2026466$38.7K<0.1%−152−24.6%ReducedHolders
Q4 2025618$49.6K<0.1%−104−14.4%ReducedHolders
Q3 2025722$62.1K<0.1%−440−37.9%ReducedHolders
Q2 20251,162$98.9K<0.1%+765+192.7%AddedHolders
Q1 2025397$33.3K<0.1%+114+40.3%AddedHolders
Q4 2024283$26.4K<0.1%+46+19.4%AddedHolders
Q3 2024237$21.9K<0.1%00.0%UnchangedHolders
Q2 2024237$25.0K<0.1%00.0%UnchangedHolders
Q1 2024237$27.2K<0.1%00.0%UnchangedHolders
Q4 2023237$21.9K<0.1%+1+0.4%AddedHolders
Q3 2023236$17.8K<0.1%−43−15.4%ReducedHolders
Q2 2023279$18.9K<0.1%−5−1.8%ReducedHolders
Q1 2023284$25.5K<0.1%−144−33.6%ReducedHolders
Q4 2022428$33.5K<0.1%−18−4.0%ReducedHolders
Q3 2022446$27.0K<0.1%−16−3.5%ReducedHolders
Q2 2022462$33.0K<0.1%−12−2.5%ReducedHolders
Q1 2022474$31.0K<0.1%+133+39.0%AddedHolders
Q4 2021341$20.0K<0.1%–No prior filingHolders