EverSource Wealth Advisors, LLC EMD WESTERN ASSET EMERGING MKTS DE COM

Ownership history in EverSource Wealth Advisors, LLC  ·  8 quarters on record

AI Ownership Summary

EverSource Wealth Advisors, LLC reported WESTERN ASSET EMERGING MKTS DE COM (EMD) in 8 quarterly 13F filings from 2025 Q3 through 2026 Q2. The latest visible filing shows EMD 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EMD 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 WESTERN ASSET EMERGING MKTS DE COM, 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 Q2

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

High-water mark
Peak Conviction
0.0% in 2025 Q3

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

Time in book
Holding Window
2025 Q3 to 2026 Q2

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 EMD — position size vs. price
% of Fund (quarterly)    EMD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 11,214 +10,900 +3471.3% 0.00% $120K 2026-07-24 $nan
2026 Q1 REDUCED 97.2% +13.0% 314 -10,900 -97.2% 0.00% $105K 2026-05-18 $10.14
2025 Q4 UNCHANGED 11,214 0% 0.00% $119K 2026-02-06 $10.49
2025 Q3 ADDED 11,214 +10,801 +2615.3% 0.00% $116K 2025-11-10 $9.60
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About EverSource Wealth Advisors, LLC and EMD

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 EMD?

EverSource Wealth Advisors, LLC reported EMD across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

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

The largest reported portfolio weight for EMD was 0.00% in 2025 Q3.

What is the latest reported EMD position on this page?

The most recent filing on this page is 2026 Q2, when EverSource Wealth Advisors, LLC reported 11,214 shares, equal to 0.00% of portfolio, with an estimated market value of $120K.

What does the chart on this EMD ownership page compare?

The chart compares EverSource Wealth Advisors, LLC's quarterly EMD 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 EMD position?

Based on 13F filing dates vs. subsequent EMD price moves, EverSource Wealth Advisors, LLC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on EMD relative to SPY over the holding period was -5.0%.

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