EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- Latest filing
- Jul 24, 2026
WAFD holding history
Wafd 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.
WAFD overviewAll 13F holders of WAFDFull Q2 2026 holdings
- Shares (Q2 2026)
- 1,991
- Value
- $76.4K
- % of portfolio
- <0.1%
- Quarters held
- 7
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,991 | $76.4K | <0.1% | −35−1.7% | Reduced | Holders |
| Q1 2026 | 2,026 | $63.6K | <0.1% | +243+13.6% | Added | Holders |
| Q4 2025 | 1,783 | $57.1K | <0.1% | −47−2.6% | Reduced | Holders |
| Q3 2025 | 1,830 | $55.4K | <0.1% | −71−3.7% | Reduced | Holders |
| Q2 2025 | 1,901 | $55.7K | <0.1% | +1,667+712.4% | Added | Holders |
| Q1 2025 | 234 | $6.69K | <0.1% | +204+680.0% | Added | Holders |
| Q4 2024 | 30 | $967 | <0.1% | +30 | New | Holders |