Skip to main content

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

STWD holding history

Starwood Property Trust, 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.

STWD overviewAll 13F holders of STWDFull Q2 2026 holdings

Shares (Q2 2026)
3,566
Value
$58.4K
% of portfolio
<0.1%
Quarters held
16
Since Q3 2022
Holdings of STWD by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,566$58.4K<0.1%−1,587−30.8%ReducedHolders
Q1 20265,153$88.7K<0.1%+281+5.8%AddedHolders
Q4 20254,872$87.7K<0.1%00.0%UnchangedHolders
Q3 20254,872$94.4K<0.1%−663−12.0%ReducedHolders
Q2 20255,535$111.1K<0.1%+1,657+42.7%AddedHolders
Q1 20253,878$76.7K<0.1%−195−4.8%ReducedHolders
Q4 20244,073$77.2K<0.1%+284+7.5%AddedHolders
Q3 20243,789$77.2K<0.1%−27−0.7%ReducedHolders
Q2 20243,816$76.1K<0.1%−548−12.6%ReducedHolders
Q1 20244,364$82.8K<0.1%−293−6.3%ReducedHolders
Q4 20234,657$97.9K<0.1%−111−2.3%ReducedHolders
Q3 20234,768$92.3K<0.1%−20−0.4%ReducedHolders
Q2 20234,788$92.9K<0.1%+1,273+36.2%AddedHolders
Q1 20233,515$62.2K<0.1%+143+4.2%AddedHolders
Q4 20223,372$61.8K<0.1%−664−16.5%ReducedHolders
Q3 20224,036$74.0K<0.1%+4,036NewHolders