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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

CMPS holding history

COMPASS Pathways plc 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.

CMPS overviewAll 13F holders of CMPSFull Q2 2026 holdings

Shares (Q2 2026)
2,436
Value
$34.5K
% of portfolio
<0.1%
Quarters held
11
Since Q2 2022
Holdings of CMPS by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,436$34.5K<0.1%−2,318−48.8%ReducedHolders
Q1 20264,754$26.3K<0.1%+1,920+67.7%AddedHolders
Q4 20252,834$19.6K<0.1%00.0%UnchangedHolders
Q3 20252,834$16.2K<0.1%+54+1.9%AddedHolders
Q2 20252,780$7.78K<0.1%−849−23.4%ReducedHolders
Q1 20253,629$10.4K<0.1%+3,629NewHolders
Q4 20240$00.0%−8−100.0%Sold outHolders
Q3 20248$50<0.1%−19−70.4%ReducedHolders
Q2 202427$206<0.1%+27NewHolders
Q1 20230$00.0%−175−100.0%Sold outHolders
Q4 2022175$1.41K<0.1%00.0%UnchangedHolders
Q3 2022175$2.00K<0.1%00.0%UnchangedHolders
Q2 2022175$2.00K<0.1%+175NewHolders