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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

CMDB holding history

Costamare Bulkers Holdings Ltd 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.

CMDB overviewAll 13F holders of CMDBFull Q2 2026 holdings

Shares (Q2 2026)
99
Value
$1.74K
% of portfolio
<0.1%
Quarters held
5
Since Q2 2025
Holdings of CMDB by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202699$1.74K<0.1%−124−55.6%ReducedHolders
Q1 2026223$3.45K<0.1%+96+75.6%AddedHolders
Q4 2025127$1.96K<0.1%−2,403−95.0%ReducedHolders
Q3 20252,530$36.4K<0.1%−1,150−31.3%ReducedHolders
Q2 20253,680$31.9K<0.1%+3,680NewHolders