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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

CLDT holding history

Chatham Lodging Trust 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.

CLDT overviewAll 13F holders of CLDTFull Q2 2026 holdings

Shares (Q2 2026)
2,290
Value
$30.3K
% of portfolio
<0.1%
Quarters held
14
Since Q4 2021
Holdings of CLDT by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,290$30.3K<0.1%−519−18.5%ReducedHolders
Q1 20262,809$22.1K<0.1%−43−1.5%ReducedHolders
Q4 20252,852$19.4K<0.1%−863−23.2%ReducedHolders
Q3 20253,715$24.9K<0.1%+384+11.5%AddedHolders
Q2 20253,331$23.2K<0.1%+3,325+55,416.7%AddedHolders
Q1 20256$43<0.1%+6NewHolders
Q2 20240$00.0%−443−100.0%Sold outHolders
Q1 2024443$4.06K<0.1%00.0%UnchangedHolders
Q4 2023443$4.75K<0.1%00.0%UnchangedHolders
Q3 2023443$4.24K<0.1%−97−18.0%ReducedHolders
Q2 2023540$5.05K<0.1%+540NewHolders
Q4 20220$00.0%−134−100.0%Sold outHolders
Q3 2022134$1.00K<0.1%−358−72.8%ReducedHolders
Q2 2022492$5.00K<0.1%−10−2.0%ReducedHolders
Q1 2022502$7.00K<0.1%00.0%UnchangedHolders
Q4 2021502$7.00K<0.1%–No prior filingHolders