EverSource Wealth Advisors, LLC LAKE β€” LAKELAND INDS INC COM

Ownership history in EverSource Wealth Advisors, LLC  Β·  4 quarters on record

AI Ownership Summary

EverSource Wealth Advisors, LLC reported LAKELAND INDS INC COM (LAKE) in 4 quarterly 13F filings from 2024 Q4 through 2026 Q2. The latest visible filing shows LAKE 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 LAKE 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 LAKELAND INDS 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

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

High-water mark
Peak Conviction
0.0% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 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.

LAKE stock page EverSource Wealth Advisors, LLC fund profile EverSource Wealth Advisors, LLC full holdings
How EverSource Wealth Advisors, LLC held LAKE β€” position size vs. price
% of Fund (quarterly)    LAKE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 24 +12 +100.0% 0.00% $257 2026-07-24 $nan
2026 Q1 REDUCED 86.4% +33.1% ❌ 12 -76 -86.4% 0.00% $827 2026-05-18 $10.57
2025 Q3 REDUCED 89.8% -41.5% βœ… 88 -775 -89.8% 0.00% $1K 2025-11-10 $16.20
2024 Q4 INITIATED β€” β€” β€” 863 β€” β€” 0.00% $22K 2025-02-10 $23.13

🏒 Other funds also holding LAKE

As of 2026 Q2 β€” sorted by position size

Salvus Wealth Management, LLC 3Y 0.08% Marquette Asset Management, LLC 3Y 7Y 0.04% EQUITABLE TRUST CO 3Y 7Y 0.02% GAMMA Investing LLC 0.0% SBI Securities Co., Ltd. 0.0% Farther Finance Advisors, LLC 0.0%

FAQ About EverSource Wealth Advisors, LLC and LAKE

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 LAKE?

EverSource Wealth Advisors, LLC reported LAKE across 4 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

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

The largest reported portfolio weight for LAKE was 0.00% in 2024 Q4.

What is the latest reported LAKE position on this page?

The most recent filing on this page is 2026 Q2, when EverSource Wealth Advisors, LLC reported 24 shares, equal to 0.00% of portfolio, with an estimated market value of $257.

What does the chart on this LAKE ownership page compare?

The chart compares EverSource Wealth Advisors, LLC's quarterly LAKE 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 LAKE position?

Based on 13F filing dates vs. subsequent LAKE price moves, EverSource Wealth Advisors, LLC correctly timed 2 out of 3 reported position changes (67%).

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