Skip to main content

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

CLFD holding history

Clearfield, 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.

CLFD overviewAll 13F holders of CLFDFull Q2 2026 holdings

Shares (Q2 2026)
4
Value
$160
% of portfolio
<0.1%
Quarters held
9
Since Q4 2023
Holdings of CLFD by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264$160<0.1%+1+33.3%AddedHolders
Q1 20263$79<0.1%+3NewHolders
Q3 20250$00.0%−10−100.0%Sold outHolders
Q2 202510$434<0.1%−1−9.1%ReducedHolders
Q1 202511$327<0.1%00.0%UnchangedHolders
Q4 202411$341<0.1%−129−92.1%ReducedHolders
Q3 2024140$5.45K<0.1%00.0%UnchangedHolders
Q2 2024140$6.08K<0.1%00.0%UnchangedHolders
Q1 2024140$4.22K<0.1%+109+351.6%AddedHolders
Q4 202331$901<0.1%+31NewHolders