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P10 shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of P10 (PX) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in P10

Tip: Access up to 7 years of quarterly data

All positions including P10 held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in P10 by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $27k 2.5k 10.88
2025-06-30 $16k 1.5k 10.22
2025-03-31 $5.1k 438 11.75
2024-12-31 $4.5k 356 12.60
2024-09-30 $4.6k 431 10.71
2024-03-31 $919 90 10.22
2023-12-31 $919 90 10.22
2023-09-30 $1.2k 100 11.65
2023-06-30 $1.1k 100 11.30

More positions owned by EverSource Wealth Advisors

Vanguard Growth Etf Etf (VUG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Value Etf Etf (VTV)
iShares Gold Trust ETF Etf (IAU)
Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)
Praxis Impact Large Cap Growth Etf Etf (PRXG)
Praxis Impact Large Cap Value Etf Etf (PRXV)
Microsoft Corp Stock (MSFT)
Tesla Stock (TSLA)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Total Stock Market Etf Etf (VTI)
Broadcom Stock (AVGO)
Palantir Technologies Inc Cl A Stock (PLTR)

View all positions for EverSource Wealth Advisors

Top funds holding P10

FMR
Vanguard Group
River Road Asset Management
Massachusetts Financial Services
BlackRock
Macquarie Group
American Century Companies
Capital World Investors
Loomis, Sayles and
State Street Corporation
Geode Capital Management
Jpmorgan Chase & Co
Mission Creek Capital Partners
Daniel D. Thurber
Grandeur Peak Global Advisors

View all funds holding P10