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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

WRK holding history

WestRock Co 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.

WRK overviewAll 13F holders of WRKFull Q2 2026 holdings

Shares (Q2 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q4 2021
Holdings of WRK by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−4,308−100.0%Sold outHolders
Q1 20244,308$206.6K<0.1%+32+0.7%AddedHolders
Q4 20234,276$177.5K<0.1%−309−6.7%ReducedHolders
Q3 20234,585$164.2K<0.1%−90−1.9%ReducedHolders
Q2 20234,675$135.9K<0.1%+3+0.1%AddedHolders
Q1 20234,672$142.3K<0.1%+26+0.6%AddedHolders
Q4 20224,646$163.4K<0.1%−8,420−64.4%ReducedHolders
Q3 202213,066$403.0K0.1%+12,971+13,653.7%AddedHolders
Q2 202295$4.00K<0.1%−1−1.0%ReducedHolders
Q1 202296$4.00K<0.1%+48+100.0%AddedHolders
Q4 202148$2.00K<0.1%–No prior filingHolders