Ownership history in EverSource Wealth Advisors, LLC · 4 quarters on record
This page tracks every 13F SEC filing in which EverSource Wealth Advisors, LLC reported a position in SOLARMAX TECHNOLOGY INC COM SHS (SMXT). 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 | 13 | -99 | -88.4% | 0.00% | $14 | $1.05 |
| 2025 Q2 | REDUCED | 112 | -27 | -19.4% | 0.00% | $122 | $1.09 |
| 2025 Q1 | ADDED | 139 | +133 | +2216.7% | 0.00% | $167 | $1.20 |
| 2024 Q4 | INITIATED | 6 | — | — | 0.00% | $10 | $1.62 |
As of 2025 Q4 — sorted by position size