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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

MIDD holding history

MIDDLEBY 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.

MIDD overviewAll 13F holders of MIDDFull Q2 2026 holdings

Shares (Q2 2026)
108
Value
$18.6K
% of portfolio
<0.1%
Quarters held
13
Since Q2 2023
Holdings of MIDD by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026108$18.6K<0.1%−258−70.5%ReducedHolders
Q1 2026366$48.5K<0.1%+59+19.2%AddedHolders
Q4 2025307$45.6K<0.1%+8+2.7%AddedHolders
Q3 2025299$39.7K<0.1%−28−8.6%ReducedHolders
Q2 2025327$47.1K<0.1%+241+280.2%AddedHolders
Q1 202586$13.1K<0.1%+13+17.8%AddedHolders
Q4 202473$9.89K<0.1%+11+17.7%AddedHolders
Q3 202462$8.63K<0.1%00.0%UnchangedHolders
Q2 202462$8.41K<0.1%−3−4.6%ReducedHolders
Q1 202465$9.03K<0.1%−17−20.7%ReducedHolders
Q4 202382$12.1K<0.1%+7+9.3%AddedHolders
Q3 202375$9.60K<0.1%00.0%UnchangedHolders
Q2 202375$11.1K<0.1%+75NewHolders