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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

M holding history

Macy's, 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.

M overviewAll 13F holders of MFull Q2 2026 holdings

Shares (Q2 2026)
1,892
Value
$44.6K
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of M by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,892$44.6K<0.1%−942−33.2%ReducedHolders
Q1 20262,834$51.3K<0.1%−265−8.6%ReducedHolders
Q4 20253,099$68.3K<0.1%+1,170+60.7%AddedHolders
Q3 20251,929$34.6K<0.1%−48−2.4%ReducedHolders
Q2 20251,977$23.1K<0.1%−1,258−38.9%ReducedHolders
Q1 20253,235$40.6K<0.1%+702+27.7%AddedHolders
Q4 20242,533$42.9K<0.1%−256−9.2%ReducedHolders
Q3 20242,789$43.8K<0.1%−3,456−55.3%ReducedHolders
Q2 20246,245$107.9K<0.1%−209−3.2%ReducedHolders
Q1 20246,454$118.9K<0.1%+62+1.0%AddedHolders
Q4 20236,392$128.6K<0.1%−830−11.5%ReducedHolders
Q3 20237,222$83.8K<0.1%+6,862+1,906.1%AddedHolders
Q2 2023360$5.78K<0.1%−239−39.9%ReducedHolders
Q1 2023599$10.5K<0.1%−271−31.1%ReducedHolders
Q4 2022870$18.0K<0.1%−292−25.1%ReducedHolders
Q3 20221,162$18.0K<0.1%−523−31.0%ReducedHolders
Q2 20221,685$31.0K<0.1%−332−16.5%ReducedHolders
Q1 20222,017$49.0K<0.1%−99−4.7%ReducedHolders
Q4 20212,116$56.0K<0.1%–No prior filingHolders