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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

CMA holding history

Comerica 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.

CMA overviewAll 13F holders of CMAFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
17
Since Q4 2021
Holdings of CMA by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−4,831−100.0%Sold outHolders
Q4 20254,831$420.0K<0.1%−322−6.2%ReducedHolders
Q3 20255,153$353.1K<0.1%+33+0.6%AddedHolders
Q2 20255,120$305.4K<0.1%+4,176+442.4%AddedHolders
Q1 2025944$55.8K<0.1%+25+2.7%AddedHolders
Q4 2024919$56.8K<0.1%−288−23.9%ReducedHolders
Q3 20241,207$72.3K<0.1%00.0%UnchangedHolders
Q2 20241,207$66.2K<0.1%+199+19.7%AddedHolders
Q1 20241,008$50.6K<0.1%+3+0.3%AddedHolders
Q4 20231,005$56.1K<0.1%+190+23.3%AddedHolders
Q3 2023815$33.9K<0.1%−1,058−56.5%ReducedHolders
Q2 20231,873$79.3K<0.1%+1,480+376.6%AddedHolders
Q1 2023393$17.1K<0.1%+148+60.4%AddedHolders
Q4 2022245$16.4K<0.1%−67−21.5%ReducedHolders
Q3 2022312$22.0K<0.1%+12+4.0%AddedHolders
Q2 2022300$22.0K<0.1%+15+5.3%AddedHolders
Q1 2022285$26.0K<0.1%+67+30.7%AddedHolders
Q4 2021218$19.0K<0.1%–No prior filingHolders