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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

NMRK holding history

Newmark Group, 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.

NMRK overviewAll 13F holders of NMRKFull Q2 2026 holdings

Shares (Q2 2026)
1,506
Value
$22.8K
% of portfolio
<0.1%
Quarters held
14
Since Q1 2023
Holdings of NMRK by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,506$22.8K<0.1%+32+2.2%AddedHolders
Q1 20261,474$22.1K<0.1%+273+22.7%AddedHolders
Q4 20251,201$20.8K<0.1%+30+2.6%AddedHolders
Q3 20251,171$21.8K<0.1%−56−4.6%ReducedHolders
Q2 20251,227$14.9K<0.1%+820+201.5%AddedHolders
Q1 2025407$4.95K<0.1%+60+17.3%AddedHolders
Q4 2024347$4.45K<0.1%+95+37.7%AddedHolders
Q3 2024252$3.91K<0.1%00.0%UnchangedHolders
Q2 2024252$3.27K<0.1%+16+6.8%AddedHolders
Q1 2024236$2.26K<0.1%+21+9.8%AddedHolders
Q4 2023215$2.36K<0.1%+210+4,200.0%AddedHolders
Q3 20235$32<0.1%00.0%UnchangedHolders
Q2 20235$31<0.1%00.0%UnchangedHolders
Q1 20235$35<0.1%+5NewHolders