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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

UVV holding history

Universal Corp 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.

UVV overviewAll 13F holders of UVVFull Q2 2026 holdings

Shares (Q2 2026)
188
Value
$9.81K
% of portfolio
<0.1%
Quarters held
11
Since Q4 2023
Holdings of UVV by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026188$9.81K<0.1%−309−62.2%ReducedHolders
Q1 2026497$26.2K<0.1%+40+8.8%AddedHolders
Q4 2025457$24.1K<0.1%−241−34.5%ReducedHolders
Q3 2025698$39.0K<0.1%−21−2.9%ReducedHolders
Q2 2025719$41.9K<0.1%+522+265.0%AddedHolders
Q1 2025197$11.0K<0.1%+49+33.1%AddedHolders
Q4 2024148$8.12K<0.1%+12+8.8%AddedHolders
Q3 2024136$7.22K<0.1%+3+2.3%AddedHolders
Q2 2024133$7.11K<0.1%+126+1,800.0%AddedHolders
Q1 20247$360<0.1%00.0%UnchangedHolders
Q4 20237$471<0.1%+7NewHolders