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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

HBB holding history

Hamilton Beach Brands Holding Co 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.

HBB overviewAll 13F holders of HBBFull Q2 2026 holdings

Shares (Q2 2026)
22
Value
$507
% of portfolio
<0.1%
Quarters held
7
Since Q4 2024
Holdings of HBB by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202622$507<0.1%+8+57.1%AddedHolders
Q1 202614$265<0.1%+5+55.6%AddedHolders
Q4 20259$148<0.1%−34−79.1%ReducedHolders
Q3 202543$618<0.1%−40−48.2%ReducedHolders
Q2 202583$1.49K<0.1%+68+453.3%AddedHolders
Q1 202515$291<0.1%+11+275.0%AddedHolders
Q4 20244$67<0.1%+4NewHolders