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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

CURI holding history

CuriosityStream 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.

CURI overviewAll 13F holders of CURIFull Q2 2026 holdings

Shares (Q2 2026)
244
Value
$650
% of portfolio
<0.1%
Quarters held
8
Since Q2 2024
Holdings of CURI by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026244$650<0.1%+35+16.7%AddedHolders
Q1 2026209$619<0.1%−2−0.9%ReducedHolders
Q4 2025211$802<0.1%−6−2.8%ReducedHolders
Q3 2025217$1.15K<0.1%+13+6.4%AddedHolders
Q2 2025204$1.15K<0.1%00.0%UnchangedHolders
Q1 2025204$547<0.1%+204NewHolders
Q4 20240$00.0%−54−100.0%Sold outHolders
Q3 202454$103<0.1%−68−55.7%ReducedHolders
Q2 2024122$134<0.1%+122NewHolders