Skip to main content

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

USA holding history

Liberty All Star Equity Fund 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.

USA overviewAll 13F holders of USAFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q2 2024
Holdings of USA by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−12,000−100.0%Sold outHolders
Q1 202612,000$66.6K<0.1%00.0%UnchangedHolders
Q4 202512,000$75.4K<0.1%00.0%UnchangedHolders
Q3 202512,000$76.1K<0.1%00.0%UnchangedHolders
Q2 202512,000$81.7K<0.1%+2,000+20.0%AddedHolders
Q1 202510,000$65.5K<0.1%00.0%UnchangedHolders
Q4 202410,000$69.5K<0.1%+1,000+11.1%AddedHolders
Q3 20249,000$63.9K<0.1%00.0%UnchangedHolders
Q2 20249,000$61.3K<0.1%+9,000NewHolders