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Formula Systems shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Formula Systems (FORTY) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Formula Systems

Tip: Access up to 7 years of quarterly data

All positions including Formula Systems held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Formula Systems by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8k 13 140.31

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Top funds holding Formula Systems

Clal Insurance Enterprises Holdings
GHP Investment Advisors
TFG Advisers
Altshuler Shaham
Dimensional Fund Advisors
CX Institutional
Morgan Stanley
BlackRock
UBS Group
Rhumbline Advisers
Bnp Paribas Arbitrage, Snc
Principal Securities
EverSource Wealth Advisors
SBI Securities
Advisor Group Holdings

View all funds holding Formula Systems