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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

WSE holding history

Wise Group plc 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.

WSE overviewAll 13F holders of WSEFull Q2 2026 holdings

Shares (Q2 2026)
144
Value
$1.72K
% of portfolio
<0.1%
Quarters held
1
Since Q2 2026
Holdings of WSE by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026144$1.72K<0.1%+144NewHolders