Managers / Q3 2022 · view latest →
EverSource Wealth Advisors, LLC
CIK 0001710537 · 3500 COLONNADE PKWY, SUITE 150, BIRMINGHAM, AL, 35243 · 205-982-5515
Reported Value
$437M
Q3 2022
Positions
3,921
Filings on Record
21
2019–present window
Filed
Nov 7, 2022
original filing
Summary
Eversource Wealth Advisors, Llc reported $437M in U.S.-listed holdings across 3,921 positions for Q3 2022.
Its largest position, VCSH, represents 3.7% of the portfolio.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q3 2022
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $3.3B | 27,822 | May 18, 2026 | RESTATEMENT | changes · EDGAR ↗ |
| Q4 2025 | $2.7B | 19,481 | Feb 6, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $2.5B | 11,995 | Nov 10, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $2.2B | 12,073 | Aug 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $1.8B | 10,570 | May 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $1.8B | 11,742 | Feb 10, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $1.6B | 9,186 | Nov 8, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $1.5B | 9,115 | Aug 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $1.1B | 6,812 | May 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $1.1B | 6,812 | Feb 9, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $943M | 5,614 | Nov 3, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $907M | 5,131 | Aug 4, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $803M | 4,762 | May 11, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $660.4B | 4,420 | Feb 9, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $437M | 3,921 | Nov 7, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $388M | 3,363 | Aug 1, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $394M | 3,121 | May 25, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $357M | 3,092 | Feb 17, 2022 | RESTATEMENT | changes · EDGAR ↗ |
Other Included Managers
This filing reports holdings on behalf of 1 additional manager.
- BMSS Wesson Wealth Solutions, LLC
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.