EverSource Wealth Advisors, LLC SDRL SEADRILL 2021 LTD COM

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

AI Ownership Summary

EverSource Wealth Advisors, LLC reported SEADRILL 2021 LTD COM (SDRL) in 5 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.52% in 2026 Q1. The latest visible filing shows SDRL at 0.52% 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 SDRL 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 SEADRILL 2021 LTD 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 Q1

SDRL was reported at 0.52% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.52% 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
2024 Q4 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 SDRL — position size vs. price
% of Fund (quarterly)    SDRL 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 433,522 +432,575 +45678.5% 0.52% $16.9M 2026-05-14 $51.37
2025 Q4 ADDED 947 +99 +11.7% 0.00% $33K 2026-02-06 $39.90
2025 Q3 REDUCED 47.1% +11.6% 848 -756 -47.1% 0.00% $26K 2025-11-10 $28.40
2025 Q2 ADDED 1,604 +1,569 +4482.9% 0.00% $42K 2025-08-13 $29.03
2024 Q4 INITIATED 35 0.00% $1K 2025-02-10 $32.68

FAQ About EverSource Wealth Advisors, LLC and SDRL

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 SDRL?

EverSource Wealth Advisors, LLC reported SDRL across 5 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

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

The largest reported portfolio weight for SDRL was 0.52% in 2026 Q1.

What is the latest reported SDRL position on this page?

The most recent filing on this page is 2026 Q1, when EverSource Wealth Advisors, LLC reported 433,522 shares, equal to 0.52% of portfolio, with an estimated market value of $16.9M.

What does the chart on this SDRL ownership page compare?

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

Based on 13F filing dates vs. subsequent SDRL price moves, EverSource Wealth Advisors, LLC correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on SDRL relative to SPY over the holding period was +19.7%.

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