EverSource Wealth Advisors, LLC

SEC CIK: 0001710537
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

MRX holding history

Marex Group Ltd 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.

MRX overview All 13F holders of MRX Full Q2 2026 holdings

Shares (Q2 2026): 230
Value: $14.0K
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of MRX by EverSource Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	230	$14.0K	<0.1%	−781−77.3%	Reduced	Holders
Q1 2026	1,011	$45.1K	<0.1%	+106+11.7%	Added	Holders
Q4 2025	905	$34.7K	<0.1%	+903+45,150.0%	Added	Holders
Q3 2025	2	$67	<0.1%	+2	New	Holders