EverSource Wealth Advisors, LLC SLND — SOUTHLAND HLDGS INC COM

Ownership history in EverSource Wealth Advisors, LLC  ·  5 quarters on record

AI Ownership Summary

EverSource Wealth Advisors, LLC reported SOUTHLAND HLDGS INC COM (SLND) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. The latest visible filing shows SLND 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 SLND 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 SOUTHLAND HLDGS 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 Q1

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

High-water mark
Peak Conviction
0.0% 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
2025 Q1 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.

SLND stock page EverSource Wealth Advisors, LLC fund profile EverSource Wealth Advisors, LLC full holdings
How EverSource Wealth Advisors, LLC held SLND — position size vs. price
% of Fund (quarterly)    SLND price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 139 +114 +456.0% 0.00% $16K 2026-05-14 $1.25
2025 Q4 REDUCED 51.0% -60.8% ✅ 25 -26 -51.0% 0.00% $83 2026-02-06 $1.83
2025 Q3 REDUCED — — — 51 -2 -3.8% 0.00% $219 2025-11-10 $4.50
2025 Q2 ADDED — — — 53 +21 +65.6% 0.00% $221 2025-08-13 $4.67
2025 Q1 INITIATED — — — 32 — — 0.00% $96 2025-05-13 $3.70

🏢 Other funds also holding SLND

As of 2026 Q1 — sorted by position size

Palogic Value Management, L.P. 3Y 0.52% VERUS CAPITAL PARTNERS, LLC 3Y 0.04% GENDELL JEFFREY L 3Y 7Y 0.04% Navis Wealth Advisors, LLC 3Y 0.02% Tyche Wealth Partners LLC 0.02% GSA CAPITAL PARTNERS LLP 3Y 7Y 0.01% TWO SIGMA SECURITIES, LLC 3Y 7Y 0.0% Advisory Services Network, LLC 3Y 7Y 0.0% BRIDGEWAY CAPITAL MANAGEMENT, LLC 3Y 7Y 0.0% Texas Capital Bank Wealth Management Services Inc 3Y 0.0%

FAQ About EverSource Wealth Advisors, LLC and SLND

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 SLND?

EverSource Wealth Advisors, LLC reported SLND across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

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

The largest reported portfolio weight for SLND was 0.00% in 2026 Q1.

What is the latest reported SLND position on this page?

The most recent filing on this page is 2026 Q1, when EverSource Wealth Advisors, LLC reported 139 shares, equal to 0.00% of portfolio, with an estimated market value of $16K.

What does the chart on this SLND ownership page compare?

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

Based on 13F filing dates vs. subsequent SLND price moves, EverSource Wealth Advisors, LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on SLND relative to SPY over the holding period was -73.7%.

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