EverSource Wealth Advisors, LLC: CMDB position timeline

EverSource Wealth Advisors, LLC held 99 CMDB 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 99 shares

   Change vs previous 13F -124 shares

   <0.01% of the 13F portfolio, value $1,739.

   13F-HR 0001710537-26-000007 filed by EverSource Wealth Advisors, LLC
   Filed 2026-07-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F/A 223 shares

   Change vs previous 13F +96 shares

   <0.01% of the 13F portfolio, value $3,450.

   13F-HR/A 0001710537-26-000006 filed by EverSource Wealth Advisors, LLC
   Filed 2026-05-18 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 127 shares

   Change vs previous 13F -2,403 shares

   <0.01% of the 13F portfolio, value $1,957.

   13F-HR 0001710537-26-000001 filed by EverSource Wealth Advisors, LLC
   Filed 2026-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 2,530 shares

   Change vs previous 13F -1,150 shares

   <0.01% of the 13F portfolio, value $36,357.

   13F-HR 0001710537-25-000009 filed by EverSource Wealth Advisors, LLC
   Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 3,680 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $31,906.

   13F-HR 0001710537-25-000006 filed by EverSource Wealth Advisors, LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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