OCFT β€” ONECONNECT FINL TECHNOLOGY CO SPONSORED ADS

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

AI Ownership Summary

EverSource Wealth Advisors, LLC reported ONECONNECT FINL TECHNOLOGY CO SPONSORED ADS (OCFT) in 2 quarterly 13F filings from 2025 Q2 through 2025 Q3. The latest visible filing shows OCFT 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 OCFT 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 ONECONNECT FINL TECHNOLOGY CO 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

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

High-water mark
Peak Conviction
0.0% in 2025 Q3

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 OCFT β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 338 +30 +9.7% 0.00% $3K 2025-11-10 β€”
2025 Q2 INITIATED 308 β€” β€” 0.00% $2K 2025-08-13 β€”

FAQ About EverSource Wealth Advisors, LLC and OCFT

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 OCFT?

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

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

The largest reported portfolio weight for OCFT was 0.00% in 2025 Q3.

What is the latest reported OCFT position on this page?

The most recent filing on this page is 2025 Q3, when EverSource Wealth Advisors, LLC reported 338 shares, equal to 0.00% of portfolio, with an estimated market value of $3K.

What does the chart on this OCFT ownership page compare?

The chart compares EverSource Wealth Advisors, LLC's quarterly OCFT 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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