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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

JBTM holding history

JBT Marel 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.

JBTM overviewAll 13F holders of JBTMFull Q2 2026 holdings

Shares (Q2 2026)
111
Value
$16.1K
% of portfolio
<0.1%
Quarters held
18
Since Q4 2021
Holdings of JBTM by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026111$16.1K<0.1%−33−22.9%ReducedHolders
Q1 2026144$18.4K<0.1%+26+22.0%AddedHolders
Q4 2025118$17.8K<0.1%−19−13.9%ReducedHolders
Q3 2025137$19.2K<0.1%−95−40.9%ReducedHolders
Q2 2025232$27.9K<0.1%+167+256.9%AddedHolders
Q1 202565$7.94K<0.1%+29+80.6%AddedHolders
Q4 202436$4.58K<0.1%+3+9.1%AddedHolders
Q3 202433$3.25K<0.1%00.0%UnchangedHolders
Q2 202433$3.25K<0.1%+3+10.0%AddedHolders
Q1 202430$2.67K<0.1%−46−60.5%ReducedHolders
Q4 202376$7.56K<0.1%−45−37.2%ReducedHolders
Q3 2023121$12.7K<0.1%00.0%UnchangedHolders
Q2 2023121$14.7K<0.1%00.0%UnchangedHolders
Q1 2023121$13.2K<0.1%+91+303.3%AddedHolders
Q4 202230$2.74K<0.1%+30NewHolders
Q3 20220$00.0%−84−100.0%Sold outHolders
Q2 202284$9.00K<0.1%−44−34.4%ReducedHolders
Q1 2022128$15.0K<0.1%−66−34.0%ReducedHolders
Q4 2021194$30.0K<0.1%–No prior filingHolders