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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

VST holding history

Vistra 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.

VST overviewAll 13F holders of VSTFull Q2 2026 holdings

Shares (Q2 2026)
3,922
Value
$622.0K
% of portfolio
<0.1%
Quarters held
14
Since Q1 2023
Holdings of VST by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,922$622.0K<0.1%−308−7.3%ReducedHolders
Q1 20264,230$635.9K<0.1%−180−4.1%ReducedHolders
Q4 20254,410$711.5K<0.1%−396−8.2%ReducedHolders
Q3 20254,806$941.6K<0.1%+919+23.6%AddedHolders
Q2 20253,887$753.2K<0.1%+875+29.1%AddedHolders
Q1 20253,012$353.7K<0.1%−230−7.1%ReducedHolders
Q4 20243,242$446.9K<0.1%+266+8.9%AddedHolders
Q3 20242,976$352.7K<0.1%+269+9.9%AddedHolders
Q2 20242,707$214.4K<0.1%+1,732+177.6%AddedHolders
Q1 2024975$74.0K<0.1%+572+141.9%AddedHolders
Q4 2023403$15.5K<0.1%+375+1,339.3%AddedHolders
Q3 202328$939<0.1%00.0%UnchangedHolders
Q2 202328$740<0.1%+21+300.0%AddedHolders
Q1 20237$168<0.1%+7NewHolders