Number of Shares
13,035
Previous 8,957 45.53%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025

BUY
N/A
4,078 Added 45.53%
13,035 $0
Q2 2025

Aug 13, 2025

SELL
N/A
-5,667 Reduced 38.75%
8,957 $0
Q1 2025

May 13, 2025

BUY
N/A
1,615 Added 12.41%
14,624 $0
Q4 2024

Feb 07, 2025

BUY
N/A
13,009 New
13,009 $0
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.