Skip to main content

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

CURB holding history

Curbline Properties 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.

CURB overviewAll 13F holders of CURBFull Q2 2026 holdings

Shares (Q2 2026)
435
Value
$13.2K
% of portfolio
<0.1%
Quarters held
7
Since Q4 2024
Holdings of CURB by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026435$13.2K<0.1%+67+18.2%AddedHolders
Q1 2026368$9.49K<0.1%+203+123.0%AddedHolders
Q4 2025165$3.83K<0.1%+2+1.2%AddedHolders
Q3 2025163$3.63K<0.1%−4−2.4%ReducedHolders
Q2 2025167$3.81K<0.1%−41−19.7%ReducedHolders
Q1 2025208$5.03K<0.1%+9+4.5%AddedHolders
Q4 2024199$4.62K<0.1%+199NewHolders