Skip to main content

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

WNEB holding history

Western New England Bancorp, 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.

WNEB overviewAll 13F holders of WNEBFull Q2 2026 holdings

Shares (Q2 2026)
381
Value
$5.45K
% of portfolio
<0.1%
Quarters held
12
Since Q3 2023
Holdings of WNEB by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026381$5.45K<0.1%+10+2.7%AddedHolders
Q1 2026371$4.80K<0.1%+1+0.3%AddedHolders
Q4 2025370$4.67K<0.1%+5+1.4%AddedHolders
Q3 2025365$4.38K<0.1%00.0%UnchangedHolders
Q2 2025365$3.37K<0.1%00.0%UnchangedHolders
Q1 2025365$3.40K<0.1%00.0%UnchangedHolders
Q4 2024365$3.36K<0.1%00.0%UnchangedHolders
Q3 2024365$3.10K<0.1%00.0%UnchangedHolders
Q2 2024365$3.02K<0.1%00.0%UnchangedHolders
Q1 2024365$2.21K<0.1%00.0%UnchangedHolders
Q4 2023365$3.29K<0.1%00.0%UnchangedHolders
Q3 2023365$2.37K<0.1%+365NewHolders