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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

SUNC holding history

SunocoCorp LLC 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.

SUNC overviewAll 13F holders of SUNCFull Q2 2026 holdings

Shares (Q2 2026)
119
Value
$8.05K
% of portfolio
<0.1%
Quarters held
2
Since Q1 2026
Holdings of SUNC by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026119$8.05K<0.1%+66+124.5%AddedHolders
Q1 202653$3.27K<0.1%+53NewHolders