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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

DBD holding history

Diebold Nixdorf, 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.

DBD overviewAll 13F holders of DBDFull Q2 2026 holdings

Shares (Q2 2026)
473
Value
$40.2K
% of portfolio
<0.1%
Quarters held
10
Since Q4 2021
Holdings of DBD by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026473$40.2K<0.1%+320+209.2%AddedHolders
Q1 2026153$11.5K<0.1%+86+128.4%AddedHolders
Q4 202567$4.55K<0.1%−235−77.8%ReducedHolders
Q3 2025302$17.2K<0.1%+227+302.7%AddedHolders
Q2 202575$4.16K<0.1%+66+733.3%AddedHolders
Q1 20259$393<0.1%+9NewHolders
Q2 20230$00.0%−884−100.0%Sold outHolders
Q1 2023884$1.06K<0.1%−1,060−54.5%ReducedHolders
Q4 20221,944$2.76K<0.1%+1,944NewHolders
Q2 20220$00.0%−331−100.0%Sold outHolders
Q1 2022331$2.00K<0.1%+97+41.5%AddedHolders
Q4 2021234$2.00K<0.1%–No prior filingHolders