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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

W holding history

Wayfair 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.

W overviewAll 13F holders of WFull Q2 2026 holdings

Shares (Q2 2026)
1,317
Value
$121.7K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of W by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,317$121.7K<0.1%+28+2.2%AddedHolders
Q1 20261,289$96.9K<0.1%−599−31.7%ReducedHolders
Q4 20251,888$189.6K<0.1%+594+45.9%AddedHolders
Q3 20251,294$115.6K<0.1%+475+58.0%AddedHolders
Q2 2025819$41.9K<0.1%+653+393.4%AddedHolders
Q1 2025166$5.32K<0.1%+91+121.3%AddedHolders
Q4 202475$3.32K<0.1%+16+27.1%AddedHolders
Q3 202459$3.31K<0.1%00.0%UnchangedHolders
Q2 202459$3.21K<0.1%00.0%UnchangedHolders
Q1 202459$2.96K<0.1%−81−57.9%ReducedHolders
Q4 2023140$8.64K<0.1%−16−10.3%ReducedHolders
Q3 2023156$9.45K<0.1%00.0%UnchangedHolders
Q2 2023156$10.1K<0.1%00.0%UnchangedHolders
Q1 2023156$5.36K<0.1%−53−25.4%ReducedHolders
Q4 2022209$6.87K<0.1%+209NewHolders