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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

CDRE holding history

Cadre Holdings, 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.

CDRE overviewAll 13F holders of CDREFull Q2 2026 holdings

Shares (Q2 2026)
160
Value
$4.56K
% of portfolio
<0.1%
Quarters held
6
Since Q4 2024
Holdings of CDRE by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026160$4.56K<0.1%+159+15,900.0%AddedHolders
Q1 20261$31<0.1%00.0%UnchangedHolders
Q4 20251$41<0.1%−26−96.3%ReducedHolders
Q3 202527$986<0.1%+14+107.7%AddedHolders
Q2 202513$414<0.1%+13NewHolders
Q1 20250$00.0%−4−100.0%Sold outHolders
Q4 20244$129<0.1%+4NewHolders