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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

TRS holding history

Trimas Corp 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.

TRS overviewAll 13F holders of TRSFull Q2 2026 holdings

Shares (Q2 2026)
80
Value
$3.60K
% of portfolio
<0.1%
Quarters held
11
Since Q4 2021
Holdings of TRS by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202680$3.60K<0.1%−88−52.4%ReducedHolders
Q1 2026168$6.04K<0.1%+26+18.3%AddedHolders
Q4 2025142$5.03K<0.1%−366−72.0%ReducedHolders
Q3 2025508$19.6K<0.1%−76−13.0%ReducedHolders
Q2 2025584$16.7K<0.1%+564+2,820.0%AddedHolders
Q1 202520$469<0.1%+16+400.0%AddedHolders
Q4 20244$98<0.1%+4NewHolders
Q4 20220$00.0%−90−100.0%Sold outHolders
Q3 202290$2.00K<0.1%00.0%UnchangedHolders
Q2 202290$2.00K<0.1%00.0%UnchangedHolders
Q1 202290$3.00K<0.1%00.0%UnchangedHolders
Q4 202190$3.00K<0.1%–No prior filingHolders