EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- Latest filing
- Jul 24, 2026
UPLD holding history
Upland Software, 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.
UPLD overviewAll 13F holders of UPLDFull Q2 2026 holdings
- Shares (Q4 2023)
- 0
- Sold out in Q4 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2023 | 0 | $0 | 0.0% | −259−100.0% | Sold out | Holders |
| Q3 2023 | 259 | $1.20K | <0.1% | +259 | New | Holders |
| Q1 2023 | 0 | $0 | 0.0% | −1,491−100.0% | Sold out | Holders |
| Q4 2022 | 1,491 | $10.6K | <0.1% | +854+134.1% | Added | Holders |
| Q3 2022 | 637 | $5.00K | <0.1% | +637 | New | Holders |
| Q2 2022 | 0 | $0 | 0.0% | −173−100.0% | Sold out | Holders |
| Q1 2022 | 173 | $3.00K | <0.1% | −84−32.7% | Reduced | Holders |
| Q4 2021 | 257 | $5.00K | <0.1% | – | No prior filing | Holders |