Ownership history in EverSource Wealth Advisors, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which EverSource Wealth Advisors, LLC reported a position in SOVEREIGNS CAPITAL FLOURISH FUND (SOVF). 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 Q4 | REDUCED | 455,163 | -287,697 | -38.7% | 0.49% | $13.3M | $29.18 |
| 2025 Q3 | REDUCED | 742,860 | -109,032 | -12.8% | 0.89% | $22.5M | $30.05 |
| 2025 Q2 | ADDED | 851,892 | +64,460 | +8.2% | 1.16% | $25.7M | $29.93 |
| 2025 Q1 | ADDED | 787,432 | +47,077 | +6.4% | 1.28% | $23.4M | $29.48 |
| 2024 Q4 | ADDED | 740,355 | +59,670 | +8.8% | 1.28% | $22.8M | $30.52 |
| 2024 Q3 | ADDED | 680,685 | +37,215 | +5.8% | 1.31% | $20.7M | $30.03 |
| 2024 Q2 | ADDED | 643,470 | +187,180 | +41.0% | 1.32% | $19.9M | $28.34 |
| 2024 Q1 | UNCHANGED | 456,290 | — | 0% | 1.19% | $12.9M | $29.44 |
| 2023 Q4 | INITIATED | 456,290 | — | — | 1.19% | $12.9M | — |
As of 2025 Q4 — sorted by position size