HEPS β€” D MARKET ELECTR SVCS & TRADING SPONSORED ADS

Ownership history in EverSource Wealth Advisors, LLC  Β·  2 quarters on record

AI Ownership Summary

EverSource Wealth Advisors, LLC reported D MARKET ELECTR SVCS & TRADING SPONSORED ADS (HEPS) in 2 quarterly 13F filings from 2025 Q2 through 2025 Q3. The latest visible filing shows HEPS 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 HEPS 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 D MARKET ELECTR SVCS & TRADING SPONSORED ADS, 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
2025 Q3

HEPS 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
2025 Q2 to 2025 Q3

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.

How EverSource Wealth Advisors, LLC held HEPS β€” position size vs. price
% of Fund (quarterly)    HEPS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 912 -248 -21.4% 0.00% $2K 2025-11-10 $2.33
2025 Q2 INITIATED 1,160 β€” β€” 0.00% $3K 2025-08-13 $3.00

FAQ About EverSource Wealth Advisors, LLC and HEPS

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 HEPS?

EverSource Wealth Advisors, LLC reported HEPS across 2 quarterly 13F filings, from 2025 Q2 through 2025 Q3.

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

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

What is the latest reported HEPS position on this page?

The most recent filing on this page is 2025 Q3, when EverSource Wealth Advisors, LLC reported 912 shares, equal to 0.00% of portfolio, with an estimated market value of $2K.

What does the chart on this HEPS ownership page compare?

The chart compares EverSource Wealth Advisors, LLC's quarterly HEPS 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.

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