EverSource Wealth Advisors, LLC

All 13F Portfolio Filings

Most recent 13F
Q1 2023
Location
Birmingham, AL
CIK
0001710537
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q1 2023 2,391 803,368 13F-HR 5/11/2023 000171053723000003 EverSource Wealth Advisors, LLC
Q4 2022 2,313 660,402 13F-HR 2/9/2023 000171053723000001 EverSource Wealth Advisors, LLC
Q3 2022 2,045 436,808 13F-HR 11/7/2022 000171053722000010 EverSource Wealth Advisors, LLC
Q2 2022 1,752 387,933 13F-HR 8/1/2022 000190597922000005 EverSource Wealth Advisors, LLC
Q1 2022 1,720 394,272 13F-HR 5/25/2022 000171053722000008 EverSource Wealth Advisors, LLC
Q4 2021 1,787 357,143 RESTATEMENT 2/17/2022 000171053722000006 EverSource Wealth Advisors, LLC
Q4 2021 1,787 356,967 13F-HR 2/7/2022 000171053722000005 EverSource Wealth Advisors, LLC