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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

CTEV holding history

Claritev Corp 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.

CTEV overviewAll 13F holders of CTEVFull Q2 2026 holdings

Shares (Q2 2026)
175
Value
$5.97K
% of portfolio
<0.1%
Quarters held
4
Since Q4 2022
Holdings of CTEV by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026175$5.97K<0.1%+159+993.8%AddedHolders
Q1 202616$261<0.1%+16NewHolders
Q4 20250$00.0%−13−100.0%Sold outHolders
Q3 202513$690<0.1%+13NewHolders
Q1 20230$00.0%−953−100.0%Sold outHolders
Q4 2022953$1.10K<0.1%+953NewHolders