EverSource Wealth Advisors, LLC AKA A K A BRANDS HLDG CORP COM SHS

Ownership history in EverSource Wealth Advisors, LLC  ·  5 quarters on record

AI Ownership Summary

EverSource Wealth Advisors, LLC reported A K A BRANDS HLDG CORP COM SHS (AKA) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. The latest visible filing shows AKA at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AKA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EverSource Wealth Advisors, LLC's position in A K A BRANDS HLDG CORP COM SHS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AKA was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How EverSource Wealth Advisors, LLC held AKA — position size vs. price
% of Fund (quarterly)    AKA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 490 +478 +3983.3% 0.00% $21K 2026-05-14 $11.36
2025 Q4 REDUCED 20.0% -3.6% 12 -3 -20.0% 0.00% $128 2026-02-06 $10.59
2025 Q3 UNCHANGED 15 0% 0.00% $145 2025-11-10 $13.65
2025 Q2 ADDED 15 +12 +400.0% 0.00% $155 2025-08-13 $11.12
2025 Q1 INITIATED 3 0.00% $40 2025-05-13 $8.70

FAQ About EverSource Wealth Advisors, LLC and AKA

These are the practical questions this page is built to answer before you even open the full history table.

How long has EverSource Wealth Advisors, LLC reported owning AKA?

EverSource Wealth Advisors, LLC reported AKA across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported AKA position in EverSource Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for AKA was 0.00% in 2026 Q1.

What is the latest reported AKA position on this page?

The most recent filing on this page is 2026 Q1, when EverSource Wealth Advisors, LLC reported 490 shares, equal to 0.00% of portfolio, with an estimated market value of $21K.

What does the chart on this AKA ownership page compare?

The chart compares EverSource Wealth Advisors, LLC's quarterly AKA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did EverSource Wealth Advisors, LLC time their AKA position?

Based on 13F filing dates vs. subsequent AKA price moves, EverSource Wealth Advisors, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on AKA relative to SPY over the holding period was +1.3%.

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