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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

WEST holding history

Westrock Coffee Co 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.

WEST overviewAll 13F holders of WESTFull Q2 2026 holdings

Shares (Q2 2026)
964
Value
$7.82K
% of portfolio
<0.1%
Quarters held
11
Since Q4 2023
Holdings of WEST by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026964$7.82K<0.1%+259+36.7%AddedHolders
Q1 2026705$3.00K<0.1%−672−48.8%ReducedHolders
Q4 20251,377$5.61K<0.1%−3,625−72.5%ReducedHolders
Q3 20255,002$24.3K<0.1%−1,212−19.5%ReducedHolders
Q2 20256,214$35.6K<0.1%+4,136+199.0%AddedHolders
Q1 20252,078$15.0K<0.1%+665+47.1%AddedHolders
Q4 20241,413$9.07K<0.1%−2,641−65.1%ReducedHolders
Q3 20244,054$26.4K<0.1%+534+15.2%AddedHolders
Q2 20243,520$34.8K<0.1%+1,444+69.6%AddedHolders
Q1 20242,076$21.1K<0.1%+1,970+1,858.5%AddedHolders
Q4 2023106$1.08K<0.1%+106NewHolders