Skip to main content

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

CDXS holding history

Codexis, 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.

CDXS overviewAll 13F holders of CDXSFull Q2 2026 holdings

Shares (Q2 2026)
1,479
Value
$3.34K
% of portfolio
<0.1%
Quarters held
7
Since Q4 2021
Holdings of CDXS by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,479$3.34K<0.1%+463+45.6%AddedHolders
Q1 20261,016$1.66K<0.1%+1,016NewHolders
Q4 20250$00.0%−342−100.0%Sold outHolders
Q3 2025342$835<0.1%00.0%UnchangedHolders
Q2 2025342$835<0.1%+235+219.6%AddedHolders
Q1 2025107$288<0.1%+72+205.7%AddedHolders
Q4 202435$167<0.1%+35NewHolders
Q1 20220$00.0%−51−100.0%Sold outHolders
Q4 202151$2.00K<0.1%–No prior filingHolders