EverSource Wealth Advisors, LLC

SEC CIK: 0001710537
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

UBFO holding history

United Security Bancshares 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.

UBFO overview All 13F holders of UBFO Full Q2 2026 holdings

Shares (Q2 2026): 0; Sold out in Q2 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q3 2025

Holdings of UBFO by EverSource Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	0	$0	0.0%	−16−100.0%	Sold out	Holders
Q1 2026	16	$169	<0.1%	+4+33.3%	Added	Holders
Q4 2025	12	$121	<0.1%	−1−7.7%	Reduced	Holders
Q3 2025	13	$121	<0.1%	+13	New	Holders