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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

CMRE holding history

Costamare 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.

CMRE overviewAll 13F holders of CMREFull Q2 2026 holdings

Shares (Q2 2026)
4,004
Value
$56.1K
% of portfolio
<0.1%
Quarters held
11
Since Q4 2023
Holdings of CMRE by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,004$56.1K<0.1%+1,825+83.8%AddedHolders
Q1 20262,179$36.8K<0.1%+422+24.0%AddedHolders
Q4 20251,757$27.7K<0.1%+67+4.0%AddedHolders
Q3 20251,690$20.1K<0.1%−318−15.8%ReducedHolders
Q2 20252,008$18.3K<0.1%−146−6.8%ReducedHolders
Q1 20252,154$21.2K<0.1%−171−7.4%ReducedHolders
Q4 20242,325$29.9K<0.1%+85+3.8%AddedHolders
Q3 20242,240$35.2K<0.1%+781+53.5%AddedHolders
Q2 20241,459$21.6K<0.1%+1,012+226.4%AddedHolders
Q1 2024447$5.36K<0.1%+29+6.9%AddedHolders
Q4 2023418$4.35K<0.1%+418NewHolders