Advantage Solutions shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of Advantage Solutions (ADV) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in Advantage Solutions
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All positions including Advantage Solutions held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Advantage Solutions by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.6k | 3.7k | 1.53 |
| 2025-06-30 | $6.8k | 5.2k | 1.32 |
| 2025-03-31 | $1.3k | 874 | 1.51 |
| 2024-12-31 | $2.6k | 879 | 2.93 |
| 2024-09-30 | $2.7k | 788 | 3.43 |
| 2023-03-31 | $1.6k | 1.0k | 1.58 |
| 2022-12-31 | $2.1k | 1.0k | 2.08 |
| 2022-09-30 | $2.0k | 1.0k | 1.97 |
| 2022-06-30 | $999 | 357 | 2.80 |
| 2021-12-31 | $5.0k | 632 | 7.91 |
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