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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

UNB holding history

Union Bankshares 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.

UNB overviewAll 13F holders of UNBFull Q2 2026 holdings

Shares (Q2 2026)
9
Value
$219
% of portfolio
<0.1%
Quarters held
3
Since Q4 2025
Holdings of UNB by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269$219<0.1%+5+125.0%AddedHolders
Q1 20264$98<0.1%+3+300.0%AddedHolders
Q4 20251$24<0.1%+1NewHolders