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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

MBI holding history

Mbia 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.

MBI overviewAll 13F holders of MBIFull Q2 2026 holdings

Shares (Q2 2026)
681
Value
$4.44K
% of portfolio
<0.1%
Quarters held
11
Since Q4 2023
Holdings of MBI by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026681$4.44K<0.1%+446+189.8%AddedHolders
Q1 2026235$1.39K<0.1%+153+186.6%AddedHolders
Q4 202582$587<0.1%00.0%UnchangedHolders
Q3 202582$611<0.1%00.0%UnchangedHolders
Q2 202582$356<0.1%00.0%UnchangedHolders
Q1 202582$408<0.1%−75−47.8%ReducedHolders
Q4 2024157$1.01K<0.1%00.0%UnchangedHolders
Q3 2024157$560<0.1%00.0%UnchangedHolders
Q2 2024157$691<0.1%00.0%UnchangedHolders
Q1 2024157$988<0.1%00.0%UnchangedHolders
Q4 2023157$961<0.1%+157NewHolders