EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- Latest filing
- Jul 24, 2026
WEX holding history
WEX 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.
WEX overviewAll 13F holders of WEXFull Q2 2026 holdings
- Shares (Q2 2026)
- 371
- Value
- $52.3K
- % of portfolio
- <0.1%
- Quarters held
- 11
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 371 | $52.3K | <0.1% | −1,131−75.3% | Reduced | Holders |
| Q1 2026 | 1,502 | $229.9K | <0.1% | +415+38.2% | Added | Holders |
| Q4 2025 | 1,087 | $161.9K | <0.1% | +675+163.8% | Added | Holders |
| Q3 2025 | 412 | $64.9K | <0.1% | +17+4.3% | Added | Holders |
| Q2 2025 | 395 | $58.0K | <0.1% | +387+4,837.5% | Added | Holders |
| Q1 2025 | 8 | $1.26K | <0.1% | −117−93.6% | Reduced | Holders |
| Q4 2024 | 125 | $21.9K | <0.1% | +110+733.3% | Added | Holders |
| Q3 2024 | 15 | $3.15K | <0.1% | −2−11.8% | Reduced | Holders |
| Q2 2024 | 17 | $3.12K | <0.1% | −1−5.6% | Reduced | Holders |
| Q1 2024 | 18 | $3.80K | <0.1% | −15−45.5% | Reduced | Holders |
| Q4 2023 | 33 | $6.42K | <0.1% | +33 | New | Holders |