§ 13F · FUND PROFILE
EverSource Wealth Advisors, LLC.
AUM · $3.0B (13F)Positions · 21449Turnover · n/a · Q2Filed · Jul 24, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$14M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
About This Filing
EverSource Wealth Advisors, LLCfiles 13F-NT (Notice) filings with the SEC. A 13F-NT indicates that this fund's holdings are reported on its behalf by a related investment advisor or parent entity, not by this fund directly.
This is common for subsidiary management companies and fund-of-fund vehicles within larger corporate families, where one entity consolidates the 13F reporting obligation for the group.
What this means: EverSource Wealth Advisors, LLChas no directly-reported positions to display. Its investments are disclosed via the parent entity's 13F-HR filing.