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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

WMK holding history

Weis Markets 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.

WMK overviewAll 13F holders of WMKFull Q2 2026 holdings

Shares (Q2 2026)
241
Value
$18.9K
% of portfolio
<0.1%
Quarters held
16
Since Q3 2022
Holdings of WMK by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026241$18.9K<0.1%−49−16.9%ReducedHolders
Q1 2026290$19.8K<0.1%+181+166.1%AddedHolders
Q4 2025109$6.99K<0.1%−17−13.5%ReducedHolders
Q3 2025126$9.05K<0.1%−230−64.6%ReducedHolders
Q2 2025356$25.8K<0.1%+184+107.0%AddedHolders
Q1 2025172$13.3K<0.1%+135+364.9%AddedHolders
Q4 202437$2.50K<0.1%+9+32.1%AddedHolders
Q3 202428$1.93K<0.1%00.0%UnchangedHolders
Q2 202428$2.11K<0.1%00.0%UnchangedHolders
Q1 202428$1.77K<0.1%−24−46.2%ReducedHolders
Q4 202352$3.33K<0.1%+35+205.9%AddedHolders
Q3 202317$1.07K<0.1%+4+30.8%AddedHolders
Q2 202313$835<0.1%00.0%UnchangedHolders
Q1 202313$1.10K<0.1%00.0%UnchangedHolders
Q4 202213$1.07K<0.1%00.0%UnchangedHolders
Q3 202213$1.00K<0.1%+13NewHolders