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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

U holding history

Unity Software 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.

U overviewAll 13F holders of UFull Q2 2026 holdings

Shares (Q2 2026)
6,213
Value
$177.6K
% of portfolio
<0.1%
Quarters held
16
Since Q4 2021
Holdings of U by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,213$177.6K<0.1%+5,230+532.0%AddedHolders
Q1 2026983$21.6K<0.1%+175+21.7%AddedHolders
Q4 2025808$35.7K<0.1%−379−31.9%ReducedHolders
Q3 20251,187$47.5K<0.1%+533+81.5%AddedHolders
Q2 2025654$15.8K<0.1%−1,366−67.6%ReducedHolders
Q1 20252,020$39.6K<0.1%+1,159+134.6%AddedHolders
Q4 2024861$19.3K<0.1%−52−5.7%ReducedHolders
Q3 2024913$20.7K<0.1%+736+415.8%AddedHolders
Q2 2024177$2.90K<0.1%−77−30.3%ReducedHolders
Q1 2024254$6.16K<0.1%+200+370.4%AddedHolders
Q4 202354$2.21K<0.1%+54NewHolders
Q1 20230$00.0%−44−100.0%Sold outHolders
Q4 202244$1.26K<0.1%−456−91.2%ReducedHolders
Q3 2022500$16.0K<0.1%00.0%UnchangedHolders
Q2 2022500$18.0K<0.1%00.0%UnchangedHolders
Q1 2022500$50.0K<0.1%00.0%UnchangedHolders
Q4 2021500$71.0K<0.1%–No prior filingHolders