EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- Latest filing
- Jul 24, 2026
UPWK holding history
Upwork, 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.
UPWK overviewAll 13F holders of UPWKFull Q2 2026 holdings
- Shares (Q2 2026)
- 11,199
- Value
- $93.6K
- % of portfolio
- <0.1%
- Quarters held
- 8
- Since Q2 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 11,199 | $93.6K | <0.1% | +2,240+25.0% | Added | Holders |
| Q1 2026 | 8,959 | $98.2K | <0.1% | +956+11.9% | Added | Holders |
| Q4 2025 | 8,003 | $158.6K | <0.1% | +1,771+28.4% | Added | Holders |
| Q3 2025 | 6,232 | $115.7K | <0.1% | +2,729+77.9% | Added | Holders |
| Q2 2025 | 3,503 | $47.1K | <0.1% | +3,485+19,361.1% | Added | Holders |
| Q1 2025 | 18 | $235 | <0.1% | +15+500.0% | Added | Holders |
| Q4 2024 | 3 | $49 | <0.1% | +3 | New | Holders |
| Q3 2024 | 0 | $0 | 0.0% | −66−100.0% | Sold out | Holders |
| Q2 2024 | 66 | $800 | <0.1% | +66 | New | Holders |