EverSource Wealth Advisors, LLC
Q1 2026 13F-HR Holdings
Location
Birmingham, AL
Holdings as of
3/31/2026
Value ($000)
$3,273,485,145
Num holdings
4,386
Date filed
5/14/2026
Form type
13F-HR
Prev filing
Next filing
SEC
View on sec.gov
Note
Holdings aggregated across “other managers” listed in original SEC filing,
see here
for detailed holdings broken out by other managers
This filing has been restated,
see here
for the amended filing
Compare Q1 2026 to
2026 Q1 - RESTATEMENT
Issuer Name
Class
CUSIP
Value ($000)
%
Shares
Principal
Option Type