Starboard Invt Tr shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of Starboard Invt Tr (AGOX) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in Starboard Invt Tr
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Quarterly reported holdings in Starboard Invt Tr by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $98k | 3.2k | 30.70 |
| 2025-06-30 | $94k | 3.2k | 29.58 |
| 2025-03-31 | $78k | 3.2k | 24.47 |
| 2024-12-31 | $86k | 3.2k | 27.16 |
| 2024-09-30 | $92k | 3.2k | 28.85 |
| 2024-06-30 | $89k | 3.2k | 28.13 |
| 2024-03-31 | $101k | 4.1k | 24.65 |
| 2023-12-31 | $99k | 4.1k | 24.34 |
| 2023-09-30 | $92k | 4.1k | 22.67 |
| 2023-06-30 | $96k | 4.1k | 23.43 |
| 2023-03-31 | $89k | 4.1k | 21.79 |
| 2022-12-31 | $84k | 4.1k | 20.49 |
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