EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- Latest filing
- Jul 24, 2026
CBZ holding history
CBIZ, Inc. 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.
CBZ overviewAll 13F holders of CBZFull Q2 2026 holdings
- Shares (Q2 2026)
- 2,294
- Value
- $73.6K
- % of portfolio
- <0.1%
- Quarters held
- 14
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 2,294 | $73.6K | <0.1% | +782+51.7% | Added | Holders |
| Q1 2026 | 1,512 | $40.6K | <0.1% | +1,315+667.5% | Added | Holders |
| Q4 2025 | 197 | $9.94K | <0.1% | −596−75.2% | Reduced | Holders |
| Q3 2025 | 793 | $42.0K | <0.1% | +71+9.8% | Added | Holders |
| Q2 2025 | 722 | $51.8K | <0.1% | +450+165.4% | Added | Holders |
| Q1 2025 | 272 | $20.6K | <0.1% | +28+11.5% | Added | Holders |
| Q4 2024 | 244 | $20.0K | <0.1% | +23+10.4% | Added | Holders |
| Q3 2024 | 221 | $14.9K | <0.1% | −19−7.9% | Reduced | Holders |
| Q2 2024 | 240 | $16.7K | <0.1% | +19+8.6% | Added | Holders |
| Q1 2024 | 221 | $15.7K | <0.1% | +22+11.1% | Added | Holders |
| Q4 2023 | 199 | $12.5K | <0.1% | +10+5.3% | Added | Holders |
| Q3 2023 | 189 | $9.81K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 189 | $10.1K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 189 | $9.35K | <0.1% | +189 | New | Holders |