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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

XPER holding history

Xperi 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.

XPER overviewAll 13F holders of XPERFull Q2 2026 holdings

Shares (Q2 2026)
529
Value
$4.35K
% of portfolio
<0.1%
Quarters held
11
Since Q1 2023
Holdings of XPER by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026529$4.35K<0.1%−24−4.3%ReducedHolders
Q1 2026553$3.10K<0.1%+275+98.9%AddedHolders
Q4 2025278$1.63K<0.1%−141−33.7%ReducedHolders
Q3 2025419$2.71K<0.1%+294+235.2%AddedHolders
Q2 2025125$989<0.1%+125NewHolders
Q1 20250$00.0%−22−100.0%Sold outHolders
Q4 202422$226<0.1%+22NewHolders
Q2 20240$00.0%−642−100.0%Sold outHolders
Q1 2024642$6.75K<0.1%00.0%UnchangedHolders
Q4 2023642$7.08K<0.1%00.0%UnchangedHolders
Q3 2023642$6.33K<0.1%00.0%UnchangedHolders
Q2 2023642$8.44K<0.1%−276−30.1%ReducedHolders
Q1 2023918$10.0K<0.1%+918NewHolders