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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

CADE holding history

Cadence Bancorporation in every 13F filed by EverSource Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CADE overviewAll 13F holders of CADEFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
15
Since Q4 2021
Holdings of CADE by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−2,505−100.0%Sold outHolders
Q4 20252,505$107.3K<0.1%−3,929−61.1%ReducedHolders
Q3 20256,434$241.5K<0.1%+4,182+185.7%AddedHolders
Q2 20252,252$72.0K<0.1%+1,258+126.6%AddedHolders
Q1 2025994$30.2K<0.1%+120+13.7%AddedHolders
Q4 2024874$30.1K<0.1%−87−9.1%ReducedHolders
Q3 2024961$30.6K<0.1%−198−17.1%ReducedHolders
Q2 20241,159$38.1K<0.1%+118+11.3%AddedHolders
Q1 20241,041$28.8K<0.1%+90+9.5%AddedHolders
Q4 2023951$28.1K<0.1%−903−48.7%ReducedHolders
Q3 20231,854$39.3K<0.1%−24−1.3%ReducedHolders
Q2 20231,878$36.9K<0.1%+1,878NewHolders
Q4 20220$00.0%−126−100.0%Sold outHolders
Q3 2022126$3.00K<0.1%−193−60.5%ReducedHolders
Q2 2022319$7.00K<0.1%−362−53.2%ReducedHolders
Q1 2022681$20.0K<0.1%00.0%UnchangedHolders
Q4 2021681$21.0K<0.1%–No prior filingHolders