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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

DNB holding history

Dun & Bradstreet Holdings, 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.

DNB overviewAll 13F holders of DNBFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q4 2021
Holdings of DNB by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−6,037−100.0%Sold outHolders
Q2 20256,037$54.9K<0.1%+5,414+869.0%AddedHolders
Q1 2025623$5.57K<0.1%−1,658−72.7%ReducedHolders
Q4 20242,281$28.4K<0.1%−373−14.1%ReducedHolders
Q3 20242,654$30.5K<0.1%+121+4.8%AddedHolders
Q2 20242,533$27.6K<0.1%+914+56.5%AddedHolders
Q1 20241,619$14.7K<0.1%+11+0.7%AddedHolders
Q4 20231,608$18.8K<0.1%+365+29.4%AddedHolders
Q3 20231,243$12.4K<0.1%−116−8.5%ReducedHolders
Q2 20231,359$15.7K<0.1%+251+22.7%AddedHolders
Q1 20231,108$13.0K<0.1%+67+6.4%AddedHolders
Q4 20221,041$12.8K<0.1%+1,041NewHolders
Q1 20220$00.0%−289−100.0%Sold outHolders
Q4 2021289$6.00K<0.1%–No prior filingHolders