EverSource Wealth Advisors, LLC SOVF holdings history
SOVEREIGN'S CAPITAL FLOURISH · CUSIP 210322202 · CIK 1710537
As of 2026-06-30, EverSource Wealth Advisors, LLC reported 409.03K SOVF (shares), valued at $12.15M, or 0.41% of its reported non-derivative portfolio. Filed 2026-07-24.
Verify history & sources →Shares decreased 31.91%; reported value decreased 24.53%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.41% | 409,027 | SEC filing ↗Filed Jul 24, 2026 |
| Q1 2026 | 0.49% | 600,714 | SEC filing ↗Filed May 18, 2026Amended |
| Q4 2025 | 0.49% | 455,163 | SEC filing ↗Filed Feb 6, 2026 |
| Q3 2025 | 0.89% | 742,860 | SEC filing ↗Filed Nov 10, 2025 |
| Q2 2025 | 1.16% | 851,892 | SEC filing ↗Filed Aug 13, 2025 |
| Q1 2025 | 1.29% | 787,432 | SEC filing ↗Filed May 13, 2025 |
| Q4 2024 | 1.28% | 740,355 | SEC filing ↗Filed Feb 10, 2025 |
| Q3 2024 | 1.31% | 680,685 | SEC filing ↗Filed Nov 8, 2024 |
| Q2 2024 | 1.32% | 643,470 | SEC filing ↗Filed Aug 13, 2024 |
| Q1 2024 | 1.24% | 567,224 | SEC filing ↗Filed Jun 11, 2024Amended |
| Q4 2023 | 1.19% | 456,290 | SEC filing ↗Filed Feb 9, 2024 |
| Q3 2023 | Not reported | Not reported | — |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2023 | 1.19% | 456,290 | $12.95M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Feb 9, 2024 |
| Q1 2024 | 1.24% | 567,224 | $15.71M | Shares increased 24.31%; reported value increased 21.33%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jun 11, 2024 |
| Q2 2024 | 1.32% | 643,470 | $19.93M | Shares increased 13.44%; reported value increased 26.88%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2024 |
| Q3 2024 | 1.31% | 680,685 | $20.66M | Shares increased 5.78%; reported value increased 3.63%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 8, 2024 |
| Q4 2024 | 1.28% | 740,355 | $22.77M | Shares increased 8.77%; reported value increased 10.21%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2025 |
| Q1 2025 | 1.29% | 787,432 | $23.40M | Shares increased 6.36%; reported value increased 2.76%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2025 |
| Q2 2025 | 1.16% | 851,892 | $25.69M | Shares increased 8.19%; reported value increased 9.82%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2025 |
| Q3 2025 | 0.89% | 742,860 | $22.50M | Shares decreased 12.80%; reported value decreased 12.44%, and weight changed -0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 10, 2025 |
| Q4 2025 | 0.49% | 455,163 | $13.28M | Shares decreased 38.73%; reported value decreased 40.96%, and weight changed -0.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 6, 2026 |
| Q1 2026 | 0.49% | 600,714 | $16.11M | Shares increased 31.98%; reported value increased 21.26%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 18, 2026 |
| Q2 2026 | 0.41% | 409,027 | $12.15M | Shares decreased 31.91%; reported value decreased 24.53%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2026 |
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