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EverSource Wealth Advisors, LLCCoreDiversified active

CIK: 0001710537 | BIRMINGHAM, AL

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR19881$3.1B2026-11-04SEC ↗
Q2 2026
13F-HR21449$3.0B2026-07-24SEC ↗
Q1 2026Amended
13F-HR/A27822$3.3B2026-05-14SEC ↗
Q4 2025
13F-HR19481$2.7B2026-02-06SEC ↗
Q3 2025
13F-HR11995$2.5B2025-11-10SEC ↗
Q2 2025
13F-HR12073$2.2B2025-08-13SEC ↗
Q1 2025
13F-HR10570$1.8B2025-05-13SEC ↗
Q4 2024
13F-HR11742$1.8B2025-02-10SEC ↗
Q3 2024
13F-HR9186$1.6B2024-11-08SEC ↗
Q2 2024
13F-HR9115$1.5B2024-08-13SEC ↗
Q1 2024Amended
13F-HR/A6812$1.1B2024-05-13SEC ↗
Q4 2023
13F-HR6812$1.1B2024-02-09SEC ↗
Q3 2023
13F-HR5614$942.9M2023-11-03SEC ↗
Q2 2023
13F-HR5131$907.1M2023-08-04SEC ↗
Q1 2023
13F-HR4762$803.4M2023-05-11SEC ↗
Q4 2022
13F-HR4420$660.4M2023-02-09SEC ↗
Q3 2022
13F-HR3921$24.5M2022-11-07SEC ↗
Q2 2022
13F-HR3363$18.4M2022-08-01SEC ↗
Q1 2022
13F-HR3121$14.4M2022-05-25SEC ↗
Q4 2021Amended
13F-HR/A1787$12.5M2022-02-07SEC ↗