Skip to main content

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

WMG holding history

Warner Music Group Corp. 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.

WMG overviewAll 13F holders of WMGFull Q2 2026 holdings

Shares (Q2 2026)
1,057
Value
$28.6K
% of portfolio
<0.1%
Quarters held
12
Since Q1 2023
Holdings of WMG by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,057$28.6K<0.1%−1,320−55.5%ReducedHolders
Q1 20262,377$60.7K<0.1%+1,419+148.1%AddedHolders
Q4 2025958$29.4K<0.1%−65−6.4%ReducedHolders
Q3 20251,023$34.8K<0.1%+144+16.4%AddedHolders
Q2 2025879$23.9K<0.1%+181+25.9%AddedHolders
Q1 2025698$21.9K<0.1%+292+71.9%AddedHolders
Q4 2024406$12.6K<0.1%−7−1.7%ReducedHolders
Q3 2024413$12.9K<0.1%+15+3.8%AddedHolders
Q2 2024398$11.9K<0.1%+286+255.4%AddedHolders
Q1 2024112$3.70K<0.1%+112NewHolders
Q4 20230$00.0%−4−100.0%Sold outHolders
Q3 20234$118<0.1%+4NewHolders
Q2 20230$00.0%−16−100.0%Sold outHolders
Q1 202316$534<0.1%+16NewHolders