EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- Latest filing
- Jul 24, 2026
WERN holding history
Werner Enterprises 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.
WERN overviewAll 13F holders of WERNFull Q2 2026 holdings
- Shares (Q2 2026)
- 307
- Value
- $13.4K
- % of portfolio
- <0.1%
- Quarters held
- 12
- Since Q3 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 307 | $13.4K | <0.1% | −547−64.1% | Reduced | Holders |
| Q1 2026 | 854 | $25.1K | <0.1% | +165+23.9% | Added | Holders |
| Q4 2025 | 689 | $20.7K | <0.1% | −379−35.5% | Reduced | Holders |
| Q3 2025 | 1,068 | $28.1K | <0.1% | +43+4.2% | Added | Holders |
| Q2 2025 | 1,025 | $28.0K | <0.1% | +285+38.5% | Added | Holders |
| Q1 2025 | 740 | $21.7K | <0.1% | +371+100.5% | Added | Holders |
| Q4 2024 | 369 | $13.3K | <0.1% | +182+97.3% | Added | Holders |
| Q3 2024 | 187 | $7.22K | <0.1% | +33+21.4% | Added | Holders |
| Q2 2024 | 154 | $6.04K | <0.1% | +27+21.3% | Added | Holders |
| Q1 2024 | 127 | $4.34K | <0.1% | +25+24.5% | Added | Holders |
| Q4 2023 | 102 | $4.32K | <0.1% | +60+142.9% | Added | Holders |
| Q3 2023 | 42 | $1.64K | <0.1% | +42 | New | Holders |