Skip to main content

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

RMAX holding history

RE/MAX Holdings, 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.

RMAX overviewAll 13F holders of RMAXFull Q2 2026 holdings

Shares (Q2 2026)
390
Value
$3.85K
% of portfolio
<0.1%
Quarters held
16
Since Q2 2022
Holdings of RMAX by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026390$3.85K<0.1%−1,294−76.8%ReducedHolders
Q1 20261,684$9.70K<0.1%+97+6.1%AddedHolders
Q4 20251,587$12.0K<0.1%+1,016+177.9%AddedHolders
Q3 2025571$5.38K<0.1%+290+103.2%AddedHolders
Q2 2025281$2.30K<0.1%+64+29.5%AddedHolders
Q1 2025217$1.82K<0.1%−7−3.1%ReducedHolders
Q4 2024224$2.39K<0.1%+7+3.2%AddedHolders
Q3 2024217$2.70K<0.1%00.0%UnchangedHolders
Q2 2024217$2.10K<0.1%00.0%UnchangedHolders
Q1 2024217$1.52K<0.1%+61+39.1%AddedHolders
Q4 2023156$2.08K<0.1%+56+56.0%AddedHolders
Q3 2023100$1.29K<0.1%−364−78.4%ReducedHolders
Q2 2023464$8.94K<0.1%−41−8.1%ReducedHolders
Q1 2023505$9.47K<0.1%+505NewHolders
Q4 20220$00.0%−38−100.0%Sold outHolders
Q3 202238$1.00K<0.1%−568−93.7%ReducedHolders
Q2 2022606$15.0K<0.1%+606NewHolders