Ownership history in EverSource Wealth Advisors, LLC · 10 quarters on record
This page tracks every 13F SEC filing in which EverSource Wealth Advisors, LLC reported a position in SEI ENHANCED U.S. LARGE CAP VALUE FACTOR ETF (SEIV). 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 | 350 | -209 | -37.4% | 0.00% | $14K | $38.60 |
| 2025 Q2 | ADDED | 559 | +2 | +0.4% | 0.00% | $20K | $35.27 |
| 2025 Q1 | UNCHANGED | 557 | — | 0% | 0.00% | $18K | $31.92 |
| 2024 Q4 | ADDED | 557 | +3 | +0.5% | 0.00% | $18K | $32.57 |
| 2024 Q3 | UNCHANGED | 554 | — | 0% | 0.00% | $18K | $32.13 |
| 2024 Q2 | REDUCED | 554 | -290 | -34.4% | 0.00% | $18K | $30.21 |
| 2024 Q1 | UNCHANGED | 844 | — | 0% | 0.00% | $24K | $29.94 |
| 2023 Q4 | ADDED | 844 | +5 | +0.6% | 0.00% | $24K | $27.20 |
| 2023 Q3 | ADDED | 839 | +80 | +10.5% | 0.00% | $21K | $24.26 |
| 2023 Q2 | INITIATED | 759 | — | — | 0.00% | $20K | $24.93 |
As of 2025 Q4 — sorted by position size