Skip to content
Disclosery

EverSource Wealth Advisors, LLC: CCSI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EverSource Wealth Advisors, LLC on CCSI, newest first. How the timeline and the estimate are built.

EverSource Wealth Advisors, LLC held 391 CCSI shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 391 shares
    Change vs previous 13F +121 shares

    <0.01% of the 13F portfolio, value $14,917.

    13F-HR 0001710537-26-000007 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F/A 270 shares
    Change vs previous 13F -60 shares

    <0.01% of the 13F portfolio, value $6,409.

    13F-HR/A 0001710537-26-000006 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 330 shares
    Change vs previous 13F +22 shares

    <0.01% of the 13F portfolio, value $7,200.

    13F-HR 0001710537-26-000001 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 308 shares
    Change vs previous 13F -86 shares

    <0.01% of the 13F portfolio, value $9,046.

    13F-HR 0001710537-25-000009 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 394 shares
    Change vs previous 13F +198 shares

    <0.01% of the 13F portfolio, value $9,086.

    13F-HR 0001710537-25-000006 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 196 shares
    Change vs previous 13F +13 shares

    <0.01% of the 13F portfolio, value $4,524.

    13F-HR 0001710537-25-000003 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 183 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,366.

    13F-HR 0001710537-25-000001 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).