EverSource Wealth Advisors, LLC PSEC — PROSPECT CAP CORP COM

Ownership history in EverSource Wealth Advisors, LLC  ·  8 quarters on record

AI Ownership Summary

EverSource Wealth Advisors, LLC reported PROSPECT CAP CORP COM (PSEC) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.21% in 2026 Q1. The latest visible filing shows PSEC at 0.21% 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 PSEC 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 PROSPECT CAP CORP 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 Q1

PSEC was reported at 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.21% in 2026 Q1

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 Q1

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.

PSEC stock page EverSource Wealth Advisors, LLC fund profile EverSource Wealth Advisors, LLC full holdings
How EverSource Wealth Advisors, LLC held PSEC — position size vs. price
% of Fund (quarterly)    PSEC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 36,368 +36,220 +24473.0% 0.21% $7.0M 2026-05-14 $2.18
2025 Q4 REDUCED 91.8% +6.2% ❌ 148 -1,661 -91.8% 0.00% $384 2026-02-06 $2.51
2025 Q3 ADDED — — — 1,809 +1,692 +1446.2% 0.00% $5K 2025-11-10 $2.60
2025 Q2 REDUCED 47.3% -13.0% ✅ 117 -105 -47.3% 0.00% $372 2025-08-13 $2.46
2025 Q1 REDUCED 45.2% -19.4% ✅ 222 -183 -45.2% 0.00% $910 2025-05-13 $3.03
2024 Q4 REDUCED 90.2% -1.8% ✅ 405 -3,731 -90.2% 0.00% $2K 2025-02-10 $3.33
2024 Q3 ADDED — — — 4,136 +3,704 +857.4% 0.00% $22K 2024-11-08 $3.47
2024 Q2 INITIATED — — — 432 — — 0.00% $2K 2024-08-13 $3.63

🏢 Other funds also holding PSEC

As of 2026 Q1 — sorted by position size

SMH CAPITAL ADVISORS INC 3Y 7Y 3.38% GraniteShares Advisors LLC 3Y 1.79% PRIVATE MANAGEMENT GROUP INC 3Y 7Y 1.02% Tactive Advisors, LLC 0.43% GatePass Capital, LLC 0.29% AREX Capital Management, LP 3Y 0.28% TCFG Investment Advisors, LLC 0.27% TCFG WEALTH MANAGEMENT, LLC 0.27% INDEPENDENT FINANCIAL GROUP, LLC 0.26% Virtus Investment Advisers, LLC 3Y 7Y 0.24%

FAQ About EverSource Wealth Advisors, LLC and PSEC

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 PSEC?

EverSource Wealth Advisors, LLC reported PSEC across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

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

The largest reported portfolio weight for PSEC was 0.21% in 2026 Q1.

What is the latest reported PSEC position on this page?

The most recent filing on this page is 2026 Q1, when EverSource Wealth Advisors, LLC reported 36,368 shares, equal to 0.21% of portfolio, with an estimated market value of $7.0M.

What does the chart on this PSEC ownership page compare?

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

Based on 13F filing dates vs. subsequent PSEC price moves, EverSource Wealth Advisors, LLC correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on PSEC relative to SPY over the holding period was -28.9%.

← Back to EverSource Wealth Advisors, LLC Holdings