EverSource Wealth Advisors, LLC AEYE AUDIOEYE INC COM NEW

Ownership history in EverSource Wealth Advisors, LLC  ·  5 quarters on record

AI Ownership Summary

EverSource Wealth Advisors, LLC reported AUDIOEYE INC COM NEW (AEYE) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.03% in 2026 Q1. The latest visible filing shows AEYE at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AEYE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EverSource Wealth Advisors, LLC's position in AUDIOEYE INC COM NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AEYE was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How EverSource Wealth Advisors, LLC held AEYE — position size vs. price
% of Fund (quarterly)    AEYE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 10,898 +10,814 +12873.8% 0.03% $819K 2026-05-14 $7.16
2025 Q4 REDUCED 8.7% -36.2% 84 -8 -8.7% 0.00% $839 2026-02-06 $7.80
2025 Q3 REDUCED 19.3% -25.5% 92 -22 -19.3% 0.00% $1K 2025-11-10 $12.97
2025 Q2 ADDED 114 +10 +9.6% 0.00% $1K 2025-08-13 $11.04
2025 Q1 INITIATED 104 0.00% $1K 2025-05-13 $14.05

FAQ About EverSource Wealth Advisors, LLC and AEYE

These are the practical questions this page is built to answer before you even open the full history table.

How long has EverSource Wealth Advisors, LLC reported owning AEYE?

EverSource Wealth Advisors, LLC reported AEYE across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported AEYE position in EverSource Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for AEYE was 0.03% in 2026 Q1.

What is the latest reported AEYE position on this page?

The most recent filing on this page is 2026 Q1, when EverSource Wealth Advisors, LLC reported 10,898 shares, equal to 0.03% of portfolio, with an estimated market value of $819K.

What does the chart on this AEYE ownership page compare?

The chart compares EverSource Wealth Advisors, LLC's quarterly AEYE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did EverSource Wealth Advisors, LLC time their AEYE position?

Based on 13F filing dates vs. subsequent AEYE price moves, EverSource Wealth Advisors, LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on AEYE relative to SPY over the holding period was -54.8%.

← Back to EverSource Wealth Advisors, LLC Holdings