EverSource Wealth Advisors, LLC FORR — FORRESTER RESH INC COM

Ownership history in EverSource Wealth Advisors, LLC  ·  7 quarters on record

AI Ownership Summary

EverSource Wealth Advisors, LLC reported FORRESTER RESH INC COM (FORR) in 7 quarterly 13F filings from 2024 Q2 through 2026 Q2. The latest visible filing shows FORR at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FORR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EverSource Wealth Advisors, LLC's position in FORRESTER RESH INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

FORR was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FORR stock page EverSource Wealth Advisors, LLC fund profile EverSource Wealth Advisors, LLC full holdings
How EverSource Wealth Advisors, LLC held FORR — position size vs. price
% of Fund (quarterly)    FORR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 432 +368 +575.0% 0.00% $4K 2026-07-24 $nan
2026 Q1 REDUCED 41.3% +48.8% ❌ 64 -45 -41.3% 0.00% $5K 2026-05-18 $6.65
2025 Q4 REDUCED 55.0% -30.3% ✅ 109 -133 -55.0% 0.00% $885 2026-02-06 $7.27
2025 Q3 REDUCED 74.9% -29.4% ✅ 242 -721 -74.9% 0.00% $3K 2025-11-10 $7.59
2025 Q2 ADDED — — — 963 +863 +863.0% 0.00% $10K 2025-08-13 $10.20
2024 Q3 UNCHANGED — — — 100 — 0% 0.00% $2K 2024-11-08 $16.24
2024 Q2 INITIATED — — — 100 — — 0.00% $2K 2024-08-13 $18.17

🏢 Other funds also holding FORR

As of 2026 Q2 — sorted by position size

Versant Capital Management, Inc 3Y 7Y 0.01% GAMMA Investing LLC 0.0% True Wealth Design, LLC 3Y 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0% Fortitude Family Office, LLC 0.0% Physician Wealth Advisors, Inc. 3Y 0.0% IFP Advisors, Inc 3Y 7Y 0.0% SJS Investment Consulting Inc. 3Y 0.0% Farther Finance Advisors, LLC 0.0%

FAQ About EverSource Wealth Advisors, LLC and FORR

These are the practical questions this page is built to answer before you even open the full history table.

How long has EverSource Wealth Advisors, LLC reported owning FORR?

EverSource Wealth Advisors, LLC reported FORR across 7 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported FORR position in EverSource Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for FORR was 0.00% in 2025 Q2.

What is the latest reported FORR position on this page?

The most recent filing on this page is 2026 Q2, when EverSource Wealth Advisors, LLC reported 432 shares, equal to 0.00% of portfolio, with an estimated market value of $4K.

What does the chart on this FORR ownership page compare?

The chart compares EverSource Wealth Advisors, LLC's quarterly FORR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did EverSource Wealth Advisors, LLC time their FORR position?

Based on 13F filing dates vs. subsequent FORR price moves, EverSource Wealth Advisors, LLC correctly timed 3 out of 5 reported position changes (60%).

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