Skip to main content

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

MLM holding history

Martin Marietta Materials 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.

MLM overviewAll 13F holders of MLMFull Q2 2026 holdings

Shares (Q2 2026)
543
Value
$313.2K
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of MLM by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026543$313.2K<0.1%+158+41.0%AddedHolders
Q1 2026385$226.9K<0.1%+45+13.2%AddedHolders
Q4 2025340$211.9K<0.1%−41−10.8%ReducedHolders
Q3 2025381$240.3K<0.1%+121+46.5%AddedHolders
Q2 2025260$142.9K<0.1%+175+205.9%AddedHolders
Q1 202585$40.7K<0.1%+14+19.7%AddedHolders
Q4 202471$36.7K<0.1%+34+91.9%AddedHolders
Q3 202437$19.9K<0.1%+5+15.6%AddedHolders
Q2 202432$19.0K<0.1%−7−17.9%ReducedHolders
Q1 202439$22.9K<0.1%+17+77.3%AddedHolders
Q4 202322$11.0K<0.1%−32−59.3%ReducedHolders
Q3 202354$22.2K<0.1%+1+1.9%AddedHolders
Q2 202353$24.5K<0.1%+15+39.5%AddedHolders
Q1 202338$13.5K<0.1%00.0%UnchangedHolders
Q4 202238$12.8K<0.1%−13−25.5%ReducedHolders
Q3 202251$17.0K<0.1%+4+8.5%AddedHolders
Q2 202247$14.0K<0.1%00.0%UnchangedHolders
Q1 202247$18.0K<0.1%+9+23.7%AddedHolders
Q4 202138$16.0K<0.1%–No prior filingHolders