EverSource Wealth Advisors, LLC INR — INFINITY NAT RES INC COM CL A

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

AI Ownership Summary

EverSource Wealth Advisors, LLC reported INFINITY NAT RES INC COM CL A (INR) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. The latest visible filing shows INR 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 INR 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 INFINITY NAT RES INC COM CL A, 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

INR 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 Q2 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.

INR stock page EverSource Wealth Advisors, LLC fund profile EverSource Wealth Advisors, LLC full holdings
How EverSource Wealth Advisors, LLC held INR — position size vs. price
% of Fund (quarterly)    INR 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 Q2 REDUCED — — — 785 -214 -21.4% 0.00% $10K 2026-07-24 $nan
2026 Q1 ADDED — — — 999 +504 +101.8% 0.00% $59K 2026-05-18 $15.95
2025 Q4 ADDED — — — 495 +458 +1237.8% 0.00% $7K 2026-02-06 $17.27
2025 Q3 REDUCED 90.3% +11.8% ❌ 37 -344 -90.3% 0.00% $485 2025-11-10 $11.67
2025 Q2 INITIATED — — — 381 — — 0.00% $7K 2025-08-13 $13.77

🏢 Other funds also holding INR

As of 2026 Q2 — sorted by position size

ZWJ INVESTMENT COUNSEL INC 3Y 7Y 0.0% Versant Capital Management, Inc 3Y 7Y 0.0% State of Alaska, Department of Revenue 3Y 7Y 0.0% GAMMA Investing LLC 0.0% Police & Firemen's Retirement System of New Jersey 0.0% LANARK FINANCIAL, INC. 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0% Physician Wealth Advisors, Inc. 3Y 0.0% Farther Finance Advisors, LLC 0.0% True Wealth Design, LLC 3Y 0.0%

FAQ About EverSource Wealth Advisors, LLC and INR

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 INR?

EverSource Wealth Advisors, LLC reported INR across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

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

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

What is the latest reported INR position on this page?

The most recent filing on this page is 2026 Q2, when EverSource Wealth Advisors, LLC reported 785 shares, equal to 0.00% of portfolio, with an estimated market value of $10K.

What does the chart on this INR ownership page compare?

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

Based on 13F filing dates vs. subsequent INR price moves, EverSource Wealth Advisors, LLC correctly timed 0 out of 4 reported position changes (0%).

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