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Manager record

EverSource Wealth Advisors, LLC

Birmingham, AL · CIK 1710537 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$2.97BReported 13F valueQ2 2026 · as filed
21,449Holdings listed
-9.5%vs prior quartervalue change includes market moves
5Quarters on record
Jul 24Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $2.2B$2.2BQ2 202512,073 holdingsQ3 2025: $2.5B$2.5BQ3 202511,995 holdingsQ4 2025: $2.7B$2.7BQ4 202519,481 holdingsQ1 2026: $3.3B$3.3BQ1 202627,822 holdingsQ2 2026: $3.0B$3.0BQ2 202621,449 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 24 2026 13F-HR · period Q2 2026

$2.97B · 21,449 holdings listed · View original SEC filing ↗
May 18 2026 13F-HR/A · period Q1 2026

$3.28B · 27,822 holdings listed · amendment (restatement) · View original SEC filing ↗
May 14 2026 13F-HR · period Q1 2026

$3.27B · 27,822 holdings listed · View original SEC filing ↗
Feb 06 2026 13F-HR · period Q4 2025

$2.72B · 19,481 holdings listed · View original SEC filing ↗
Nov 10 2025 13F-HR · period Q3 2025

$2.53B · 11,995 holdings listed · View original SEC filing ↗
Aug 13 2025 13F-HR · period Q2 2025

$2.21B · 12,073 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 24, 2026 · Change methodology