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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

WFG holding history

West Fraser Timber Co., Ltd 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.

WFG overviewAll 13F holders of WFGFull Q2 2026 holdings

Shares (Q2 2026)
22
Value
$1.49K
% of portfolio
<0.1%
Quarters held
17
Since Q2 2022
Holdings of WFG by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202622$1.49K<0.1%−101−82.1%ReducedHolders
Q1 2026123$8.03K<0.1%−45−26.8%ReducedHolders
Q4 2025168$10.3K<0.1%+11+7.0%AddedHolders
Q3 2025157$10.7K<0.1%−16−9.2%ReducedHolders
Q2 2025173$12.7K<0.1%−3−1.7%ReducedHolders
Q1 2025176$13.5K<0.1%+41+30.4%AddedHolders
Q4 2024135$11.7K<0.1%−25−15.6%ReducedHolders
Q3 2024160$15.6K<0.1%−421−72.5%ReducedHolders
Q2 2024581$51.5K<0.1%−176−23.2%ReducedHolders
Q1 2024757$58.0K<0.1%−146−16.2%ReducedHolders
Q4 2023903$77.3K<0.1%−89−9.0%ReducedHolders
Q3 2023992$72.0K<0.1%+8+0.8%AddedHolders
Q2 2023984$84.6K<0.1%+567+136.0%AddedHolders
Q1 2023417$29.7K<0.1%+29+7.5%AddedHolders
Q4 2022388$28.0K<0.1%−162−29.5%ReducedHolders
Q3 2022550$40.0K<0.1%−84−13.2%ReducedHolders
Q2 2022634$49.0K<0.1%+634NewHolders