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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

MCS holding history

Marcus 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.

MCS overviewAll 13F holders of MCSFull Q2 2026 holdings

Shares (Q2 2026)
338
Value
$7.93K
% of portfolio
<0.1%
Quarters held
17
Since Q4 2021
Holdings of MCS by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026338$7.93K<0.1%−75−18.2%ReducedHolders
Q1 2026413$7.09K<0.1%−77−15.7%ReducedHolders
Q4 2025490$7.60K<0.1%−108−18.1%ReducedHolders
Q3 2025598$9.28K<0.1%−414−40.9%ReducedHolders
Q2 20251,012$17.1K<0.1%+385+61.4%AddedHolders
Q1 2025627$10.5K<0.1%−92−12.8%ReducedHolders
Q4 2024719$15.5K<0.1%+92+14.7%AddedHolders
Q3 2024627$9.45K<0.1%00.0%UnchangedHolders
Q2 2024627$7.89K<0.1%+627NewHolders
Q4 20230$00.0%−314−100.0%Sold outHolders
Q3 2023314$4.87K<0.1%00.0%UnchangedHolders
Q2 2023314$4.66K<0.1%00.0%UnchangedHolders
Q1 2023314$5.02K<0.1%00.0%UnchangedHolders
Q4 2022314$4.52K<0.1%00.0%UnchangedHolders
Q3 2022314$4.00K<0.1%+234+292.5%AddedHolders
Q2 202280$1.00K<0.1%−118−59.6%ReducedHolders
Q1 2022198$3.00K<0.1%00.0%UnchangedHolders
Q4 2021198$3.00K<0.1%–No prior filingHolders