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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

CIO holding history

City Office REIT, 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.

CIO overviewAll 13F holders of CIOFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
13
Since Q3 2022
Holdings of CIO by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−1,248−100.0%Sold outHolders
Q4 20251,248$8.72K<0.1%−22−1.7%ReducedHolders
Q3 20251,270$8.84K<0.1%+111+9.6%AddedHolders
Q2 20251,159$6.19K<0.1%+823+244.9%AddedHolders
Q1 2025336$1.74K<0.1%+36+12.0%AddedHolders
Q4 2024300$1.66K<0.1%00.0%UnchangedHolders
Q3 2024300$1.75K<0.1%00.0%UnchangedHolders
Q2 2024300$1.81K<0.1%00.0%UnchangedHolders
Q1 2024300$1.40K<0.1%00.0%UnchangedHolders
Q4 2023300$1.83K<0.1%−820−73.2%ReducedHolders
Q3 20231,120$4.76K<0.1%+597+114.1%AddedHolders
Q2 2023523$2.91K<0.1%+214+69.3%AddedHolders
Q1 2023309$2.13K<0.1%+309NewHolders
Q4 20220$00.0%−82−100.0%Sold outHolders
Q3 202282$1.00K<0.1%+82NewHolders