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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

XPO holding history

XPO, 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.

XPO overviewAll 13F holders of XPOFull Q2 2026 holdings

Shares (Q2 2026)
284
Value
$58.3K
% of portfolio
<0.1%
Quarters held
18
Since Q1 2022
Holdings of XPO by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026284$58.3K<0.1%−300−51.4%ReducedHolders
Q1 2026584$113.6K<0.1%+221+60.9%AddedHolders
Q4 2025363$49.3K<0.1%−66−15.4%ReducedHolders
Q3 2025429$55.5K<0.1%+95+28.4%AddedHolders
Q2 2025334$42.2K<0.1%+88+35.8%AddedHolders
Q1 2025246$26.5K<0.1%+9+3.8%AddedHolders
Q4 2024237$31.1K<0.1%−23−8.8%ReducedHolders
Q3 2024260$28.0K<0.1%+15+6.1%AddedHolders
Q2 2024245$28.1K<0.1%+13+5.6%AddedHolders
Q1 2024232$24.9K<0.1%−55−19.2%ReducedHolders
Q4 2023287$25.1K<0.1%−102−26.2%ReducedHolders
Q3 2023389$29.0K<0.1%−222−36.3%ReducedHolders
Q2 2023611$36.0K<0.1%−33−5.1%ReducedHolders
Q1 2023644$20.5K<0.1%−721−52.8%ReducedHolders
Q4 20221,365$45.4K<0.1%−3,975−74.4%ReducedHolders
Q3 20225,340$238.0K0.1%+4,514+546.5%AddedHolders
Q2 2022826$40.0K<0.1%00.0%UnchangedHolders
Q1 2022826$60.0K<0.1%+826NewHolders