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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

ZD holding history

Ziff Davis, 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.

ZD overviewAll 13F holders of ZDFull Q2 2026 holdings

Shares (Q2 2026)
194
Value
$10.2K
% of portfolio
<0.1%
Quarters held
16
Since Q2 2022
Holdings of ZD by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026194$10.2K<0.1%−248−56.1%ReducedHolders
Q1 2026442$18.5K<0.1%−17−3.7%ReducedHolders
Q4 2025459$16.1K<0.1%−4−0.9%ReducedHolders
Q3 2025463$17.6K<0.1%−341−42.4%ReducedHolders
Q2 2025804$24.3K<0.1%+302+60.2%AddedHolders
Q1 2025502$18.9K<0.1%+322+178.9%AddedHolders
Q4 2024180$9.78K<0.1%−174−49.2%ReducedHolders
Q3 2024354$17.2K<0.1%+340+2,428.6%AddedHolders
Q2 202414$670<0.1%−374−96.4%ReducedHolders
Q1 2024388$19.4K<0.1%−125−24.4%ReducedHolders
Q4 2023513$34.5K<0.1%+402+362.2%AddedHolders
Q3 2023111$7.07K<0.1%+102+1,133.3%AddedHolders
Q2 20239$631<0.1%−514−98.3%ReducedHolders
Q1 2023523$40.8K<0.1%−9−1.7%ReducedHolders
Q4 2022532$42.1K<0.1%+532NewHolders
Q3 20220$00.0%−1,047−100.0%Sold outHolders
Q2 20221,047$78.0K<0.1%+1,047NewHolders