Exp World Holdings Inc equities shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of Exp World Holdings Inc equities (EXPI) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in Exp World Holdings Inc equities
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Quarterly reported holdings in Exp World Holdings Inc equities by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $126k | 12k | 10.67 |
| 2025-06-30 | $145k | 16k | 9.10 |
| 2025-03-31 | $136k | 14k | 9.78 |
| 2024-12-31 | $133k | 12k | 11.50 |
| 2024-09-30 | $220k | 16k | 14.09 |
| 2024-06-30 | $287k | 20k | 14.36 |
| 2024-03-31 | $216k | 22k | 9.96 |
| 2023-12-31 | $299k | 19k | 15.52 |
| 2023-09-30 | $261k | 16k | 16.24 |
| 2023-06-30 | $321k | 16k | 20.28 |
| 2023-03-31 | $191k | 15k | 12.69 |
| 2022-12-31 | $25k | 2.3k | 11.08 |
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