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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

ZIP holding history

Ziprecruiter, 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.

ZIP overviewAll 13F holders of ZIPFull Q2 2026 holdings

Shares (Q2 2026)
4,307
Value
$16.2K
% of portfolio
<0.1%
Quarters held
11
Since Q4 2022
Holdings of ZIP by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,307$16.2K<0.1%+2,221+106.5%AddedHolders
Q1 20262,086$3.84K<0.1%+673+47.6%AddedHolders
Q4 20251,413$5.51K<0.1%+608+75.5%AddedHolders
Q3 2025805$3.40K<0.1%−1,437−64.1%ReducedHolders
Q2 20252,242$11.2K<0.1%+2,175+3,246.3%AddedHolders
Q1 202567$395<0.1%+41+157.7%AddedHolders
Q4 202426$188<0.1%+26NewHolders
Q4 20230$00.0%−145−100.0%Sold outHolders
Q3 2023145$1.74K<0.1%−291−66.7%ReducedHolders
Q2 2023436$7.74K<0.1%+145+49.8%AddedHolders
Q1 2023291$4.64K<0.1%00.0%UnchangedHolders
Q4 2022291$4.78K<0.1%+291NewHolders