Ownership history in EverSource Wealth Advisors, LLC · 2 quarters on record
This page tracks every 13F SEC filing in which EverSource Wealth Advisors, LLC reported a position in D MARKET ELECTR SVCS & TRADING SPONSORED ADS (HEPS). 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 | REDUCED | 912 | -248 | -21.4% | 0.00% | $2K | $2.69 |
| 2025 Q2 | INITIATED | 1,160 | — | — | 0.00% | $3K | $2.70 |
As of 2025 Q4 — sorted by position size