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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

V holding history

Visa 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.

V overviewAll 13F holders of VFull Q2 2026 holdings

Shares (Q2 2026)
14,656
Value
$5.03M
% of portfolio
0.2%
Quarters held
19
Since Q4 2021
Holdings of V by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,656$5.03M0.2%−4,732−24.4%ReducedHolders
Q1 202619,388$5.86M0.2%+1,668+9.4%AddedHolders
Q4 202517,720$6.21M0.2%−272−1.5%ReducedHolders
Q3 202517,992$6.14M0.2%−770−4.1%ReducedHolders
Q2 202518,762$6.66M0.3%+16+0.1%AddedHolders
Q1 202518,746$6.57M0.4%+732+4.1%AddedHolders
Q4 202418,014$5.69M0.3%+2,714+17.7%AddedHolders
Q3 202415,300$4.21M0.3%−330−2.1%ReducedHolders
Q2 202415,630$4.15M0.3%+3,284+26.6%AddedHolders
Q1 202412,346$3.32M0.3%+67+0.5%AddedHolders
Q4 202312,279$3.20M0.3%+736+6.4%AddedHolders
Q3 202311,543$2.65M0.3%−41−0.4%ReducedHolders
Q2 202311,584$2.75M0.3%+743+6.9%AddedHolders
Q1 202310,841$2.44M0.3%−200−1.8%ReducedHolders
Q4 202211,041$2.29M0.3%+2,651+31.6%AddedHolders
Q3 20228,390$1.49M0.3%−756−8.3%ReducedHolders
Q2 20229,146$1.80M0.5%+1,477+19.3%AddedHolders
Q1 20227,669$1.70M0.4%+2,392+45.3%AddedHolders
Q4 20215,277$1.14M0.3%–No prior filingHolders