EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- Latest filing
- Jul 24, 2026
UPBD holding history
Upbound Group, 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.
UPBD overviewAll 13F holders of UPBDFull Q2 2026 holdings
- Shares (Q2 2026)
- 653
- Value
- $13.9K
- % of portfolio
- <0.1%
- Quarters held
- 14
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 653 | $13.9K | <0.1% | +296+82.9% | Added | Holders |
| Q1 2026 | 357 | $6.44K | <0.1% | +11+3.2% | Added | Holders |
| Q4 2025 | 346 | $6.08K | <0.1% | +130+60.2% | Added | Holders |
| Q3 2025 | 216 | $5.10K | <0.1% | −523−70.8% | Reduced | Holders |
| Q2 2025 | 739 | $18.5K | <0.1% | +492+199.2% | Added | Holders |
| Q1 2025 | 247 | $5.92K | <0.1% | +150+154.6% | Added | Holders |
| Q4 2024 | 97 | $2.83K | <0.1% | +11+12.8% | Added | Holders |
| Q3 2024 | 86 | $2.75K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 86 | $3.25K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 86 | $2.67K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 86 | $2.92K | <0.1% | −84−49.4% | Reduced | Holders |
| Q3 2023 | 170 | $5.01K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 170 | $5.29K | <0.1% | +170 | New | Holders |
| Q3 2022 | 0 | $0 | 0.0% | −279−100.0% | Sold out | Holders |
| Q2 2022 | 279 | $5.00K | <0.1% | +279 | New | Holders |