Ownership history in EverSource Wealth Advisors, LLC · 5 quarters on record
This page tracks every 13F SEC filing in which EverSource Wealth Advisors, LLC reported a position in DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF (DSTL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 1,643 | — | 0% | 0.00% | $95K | $57.77 |
| 2025 Q2 | ADDED | 1,643 | +1,614 | +5565.5% | 0.00% | $91K | $55.00 |
| 2025 Q1 | UNCHANGED | 29 | — | 0% | 0.00% | $2K | $53.71 |
| 2024 Q4 | REDUCED | 29 | -477 | -94.3% | 0.00% | $2K | $54.18 |
As of 2025 Q4 — sorted by position size