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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

YOU holding history

Clear Secure, 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.

YOU overviewAll 13F holders of YOUFull Q2 2026 holdings

Shares (Q2 2026)
7,790
Value
$434.1K
% of portfolio
<0.1%
Quarters held
9
Since Q4 2023
Holdings of YOU by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,790$434.1K<0.1%+89+1.2%AddedHolders
Q1 20267,701$372.8K<0.1%+1,238+19.2%AddedHolders
Q4 20256,463$226.7K<0.1%+916+16.5%AddedHolders
Q3 20255,547$185.2K<0.1%+1,981+55.6%AddedHolders
Q2 20253,566$99.0K<0.1%+3,401+2,061.2%AddedHolders
Q1 2025165$4.28K<0.1%+110+200.0%AddedHolders
Q4 202455$1.47K<0.1%+28+103.7%AddedHolders
Q3 202427$894<0.1%+27NewHolders
Q1 20240$00.0%−59−100.0%Sold outHolders
Q4 202359$1.22K<0.1%+59NewHolders