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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

CM holding history

Canadian Imperial Bank of Commerce 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.

CM overviewAll 13F holders of CMFull Q2 2026 holdings

Shares (Q2 2026)
2,568
Value
$295.3K
% of portfolio
<0.1%
Quarters held
14
Since Q3 2022
Holdings of CM by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,568$295.3K<0.1%−564−18.0%ReducedHolders
Q1 20263,132$296.8K<0.1%+605+23.9%AddedHolders
Q4 20252,527$229.0K<0.1%+565+28.8%AddedHolders
Q3 20251,962$156.8K<0.1%+161+8.9%AddedHolders
Q2 20251,801$127.6K<0.1%+193+12.0%AddedHolders
Q1 20251,608$90.5K<0.1%+325+25.3%AddedHolders
Q4 20241,283$81.1K<0.1%+99+8.4%AddedHolders
Q3 20241,184$72.6K<0.1%−58−4.7%ReducedHolders
Q2 20241,242$64.2K<0.1%+20+1.6%AddedHolders
Q1 20241,222$57.1K<0.1%+156+14.6%AddedHolders
Q4 20231,066$51.3K<0.1%+908+574.7%AddedHolders
Q3 2023158$6.10K<0.1%−275−63.5%ReducedHolders
Q2 2023433$18.5K<0.1%+433NewHolders
Q4 20220$00.0%−106−100.0%Sold outHolders
Q3 2022106$5.00K<0.1%+106NewHolders