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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

UL holding history

Unilever PLC 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.

UL overviewAll 13F holders of ULFull Q2 2026 holdings

Shares (Q2 2026)
4,904
Value
$294.8K
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of UL by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,904$294.8K<0.1%−3,701−43.0%ReducedHolders
Q1 20268,605$490.2K<0.1%+4,350+102.2%AddedHolders
Q4 20254,255$278.3K<0.1%−276−6.1%ReducedHolders
Q3 20254,531$268.6K<0.1%−163−3.5%ReducedHolders
Q2 20254,694$287.2K<0.1%+2,974+172.9%AddedHolders
Q1 20251,720$102.4K<0.1%−15−0.9%ReducedHolders
Q4 20241,735$98.4K<0.1%−1,343−43.6%ReducedHolders
Q3 20243,078$200.0K<0.1%−1,025−25.0%ReducedHolders
Q2 20244,103$251.9K<0.1%+90+2.2%AddedHolders
Q1 20244,013$208.1K<0.1%−1,153−22.3%ReducedHolders
Q4 20235,166$250.5K<0.1%−9,688−65.2%ReducedHolders
Q3 202314,854$733.8K0.1%−217−1.4%ReducedHolders
Q2 202315,071$785.7K0.1%+9,233+158.2%AddedHolders
Q1 20235,838$303.2K<0.1%−393−6.3%ReducedHolders
Q4 20226,231$313.8K<0.1%+892+16.7%AddedHolders
Q3 20225,339$234.0K0.1%−438−7.6%ReducedHolders
Q2 20225,777$264.0K0.1%+2,185+60.8%AddedHolders
Q1 20223,592$164.0K<0.1%+407+12.8%AddedHolders
Q4 20213,185$172.0K<0.1%–No prior filingHolders