Ownership history in EverSource Wealth Advisors, LLC · 10 quarters on record
This page tracks every 13F SEC filing in which EverSource Wealth Advisors, LLC reported a position in SEI ENHANCED U.S. LARGE CAP MOMENTUM FACTOR ETF (SEIM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 1 | -521 | -99.8% | 0.00% | $45 | $45.28 |
| 2025 Q2 | ADDED | 522 | +1 | +0.2% | 0.00% | $22K | $41.98 |
| 2025 Q1 | REDUCED | 521 | -13 | -2.4% | 0.00% | $19K | $35.84 |
| 2024 Q4 | ADDED | 534 | +1 | +0.2% | 0.00% | $21K | $38.38 |
| 2024 Q3 | UNCHANGED | 533 | — | 0% | 0.00% | $19K | $35.79 |
| 2024 Q2 | REDUCED | 533 | -283 | -34.7% | 0.00% | $18K | $32.86 |
| 2024 Q1 | UNCHANGED | 816 | — | 0% | 0.00% | $23K | $31.79 |
| 2023 Q4 | ADDED | 816 | +2 | +0.2% | 0.00% | $23K | $27.59 |
| 2023 Q3 | ADDED | 814 | +75 | +10.1% | 0.00% | $21K | $24.82 |
| 2023 Q2 | INITIATED | 739 | — | — | 0.00% | $20K | $26.12 |
As of 2025 Q4 — sorted by position size