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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

VOYA holding history

Voya Financial, 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.

VOYA overviewAll 13F holders of VOYAFull Q2 2026 holdings

Shares (Q2 2026)
984
Value
$89.1K
% of portfolio
<0.1%
Quarters held
16
Since Q3 2022
Holdings of VOYA by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026984$89.1K<0.1%+19+2.0%AddedHolders
Q1 2026965$65.9K<0.1%+70+7.8%AddedHolders
Q4 2025895$66.7K<0.1%+278+45.1%AddedHolders
Q3 2025617$46.2K<0.1%+66+12.0%AddedHolders
Q2 2025551$39.1K<0.1%+475+625.0%AddedHolders
Q1 202576$5.15K<0.1%−88−53.7%ReducedHolders
Q4 2024164$11.3K<0.1%+107+187.7%AddedHolders
Q3 202457$4.52K<0.1%+7+14.0%AddedHolders
Q2 202450$3.64K<0.1%−347−87.4%ReducedHolders
Q1 2024397$27.1K<0.1%+48+13.8%AddedHolders
Q4 2023349$25.5K<0.1%00.0%UnchangedHolders
Q3 2023349$23.2K<0.1%−6−1.7%ReducedHolders
Q2 2023355$25.5K<0.1%−119−25.1%ReducedHolders
Q1 2023474$33.9K<0.1%+254+115.5%AddedHolders
Q4 2022220$13.5K<0.1%00.0%UnchangedHolders
Q3 2022220$13.0K<0.1%+220NewHolders