EverSource Wealth Advisors, LLC SRI — STONERIDGE INC COM

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

AI Ownership Summary

EverSource Wealth Advisors, LLC reported STONERIDGE INC COM (SRI) in 8 quarterly 13F filings from 2024 Q4 through 2026 Q2. The latest visible filing shows SRI 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SRI 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 STONERIDGE 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

SRI 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
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.

SRI stock page EverSource Wealth Advisors, LLC fund profile EverSource Wealth Advisors, LLC full holdings
How EverSource Wealth Advisors, LLC held SRI — position size vs. price
% of Fund (quarterly)    SRI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 385 +79 +25.8% 0.00% $3K 2026-07-24 $nan
2026 Q1 REDUCED 26.4% +56.9% ❌ 306 -110 -26.4% 0.00% $19K 2026-05-18 $6.55
2025 Q4 REDUCED 8.4% -16.6% ✅ 416 -38 -8.4% 0.00% $2K 2026-02-06 $8.47
2025 Q3 REDUCED 56.9% -23.8% ✅ 454 -599 -56.9% 0.00% $3K 2025-11-10 $5.99
2025 Q2 ADDED — — — 1,053 +725 +221.0% 0.00% $7K 2025-08-13 $8.19
2025 Q1 REDUCED 72.5% +53.4% ❌ 328 -864 -72.5% 0.00% $2K 2025-05-13 $5.15
2024 Q4 ADDED — — — 1,192 +1,082 +983.6% 0.00% $7K 2025-02-10 $4.45
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SRI

As of 2026 Q2 — sorted by position size

Olympiad Research LP 3Y 0.18% LAUREL OAK WEALTH MANAGEMENT, LLC 0.02% Encompass More Asset Management 0.02% Versant Capital Management, Inc 3Y 7Y 0.0% Sequoia Financial Advisors, LLC 3Y 7Y 0.0% Assenagon Asset Management S.A. 3Y 7Y 0.0% Police & Firemen's Retirement System of New Jersey 0.0% Physician Wealth Advisors, Inc. 3Y 0.0% True Wealth Design, LLC 3Y 0.0% GAMMA Investing LLC 0.0%

FAQ About EverSource Wealth Advisors, LLC and SRI

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 SRI?

EverSource Wealth Advisors, LLC reported SRI across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

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

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

What is the latest reported SRI position on this page?

The most recent filing on this page is 2026 Q2, when EverSource Wealth Advisors, LLC reported 385 shares, equal to 0.00% of portfolio, with an estimated market value of $3K.

What does the chart on this SRI ownership page compare?

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

Based on 13F filing dates vs. subsequent SRI price moves, EverSource Wealth Advisors, LLC correctly timed 3 out of 7 reported position changes (43%).

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