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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

UFPT holding history

Ufp Technologies 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.

UFPT overviewAll 13F holders of UFPTFull Q2 2026 holdings

Shares (Q2 2026)
3
Value
$795
% of portfolio
<0.1%
Quarters held
16
Since Q3 2022
Holdings of UFPT by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263$795<0.1%−14−82.4%ReducedHolders
Q1 202617$3.29K<0.1%−1−5.6%ReducedHolders
Q4 202518$4.00K<0.1%−31−63.3%ReducedHolders
Q3 202549$9.78K<0.1%−25−33.8%ReducedHolders
Q2 202574$18.1K<0.1%+66+825.0%AddedHolders
Q1 20258$1.61K<0.1%−325−97.6%ReducedHolders
Q4 2024333$81.4K<0.1%+66+24.7%AddedHolders
Q3 2024267$84.6K<0.1%+66+32.8%AddedHolders
Q2 2024201$64.6K<0.1%+81+67.5%AddedHolders
Q1 2024120$24.7K<0.1%+113+1,614.3%AddedHolders
Q4 20237$1.20K<0.1%00.0%UnchangedHolders
Q3 20237$1.13K<0.1%−1−12.5%ReducedHolders
Q2 20238$1.55K<0.1%00.0%UnchangedHolders
Q1 20238$1.04K<0.1%00.0%UnchangedHolders
Q4 20228$943<0.1%−4−33.3%ReducedHolders
Q3 202212$1.00K<0.1%+12NewHolders