EverSource Wealth Advisors, LLC CBL — CBL & ASSOC PPTYS INC COMMON STOCK

Ownership history in EverSource Wealth Advisors, LLC  ·  8 quarters on record

AI Ownership Summary

EverSource Wealth Advisors, LLC reported CBL & ASSOC PPTYS INC COMMON STOCK (CBL) in 8 quarterly 13F filings from 2024 Q4 through 2026 Q2. The latest visible filing shows CBL at 0.00% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CBL 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 CBL & ASSOC PPTYS INC COMMON STOCK, 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 Q2

CBL was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

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

Time in book
Holding Window
2024 Q4 to 2026 Q2

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.

CBL stock page EverSource Wealth Advisors, LLC fund profile EverSource Wealth Advisors, LLC full holdings
How EverSource Wealth Advisors, LLC held CBL — position size vs. price
% of Fund (quarterly)    CBL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 755 +21 +2.9% 0.00% $40K 2026-07-24 $nan
2026 Q1 ADDED — — — 734 +113 +18.2% 0.00% $7K 2026-05-18 $45.58
2025 Q4 ADDED — — — 621 +81 +15.0% 0.00% $23K 2026-02-06 $35.40
2025 Q3 ADDED — — — 540 +205 +61.2% 0.00% $17K 2025-11-10 $30.74
2025 Q2 ADDED — — — 335 +327 +4087.5% 0.00% $9K 2025-08-13 $28.62
2024 Q4 REDUCED 82.2% -5.7% ✅ 8 -37 -82.2% 0.00% $235 2025-02-10 $27.27
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CBL

As of 2026 Q2 — sorted by position size

AM INVESTMENT STRATEGIES LLC 3Y 0.39% Y-Intercept (Hong Kong) Ltd 3Y 0.04% Curated Wealth Partners LLC 3Y 0.01% State of Alaska, Department of Revenue 3Y 7Y 0.01% Diversified Trust Co 3Y 7Y 0.01% Triumph Capital Management 3Y 0.0% Farther Finance Advisors, LLC 0.0% Versant Capital Management, Inc 3Y 7Y 0.0% Police & Firemen's Retirement System of New Jersey 0.0% Robeco Institutional Asset Management B.V. 3Y 7Y 0.0%

FAQ About EverSource Wealth Advisors, LLC and CBL

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 CBL?

EverSource Wealth Advisors, LLC reported CBL across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

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

The largest reported portfolio weight for CBL was 0.00% in 2026 Q2.

What is the latest reported CBL position on this page?

The most recent filing on this page is 2026 Q2, when EverSource Wealth Advisors, LLC reported 755 shares, equal to 0.00% of portfolio, with an estimated market value of $40K.

What does the chart on this CBL ownership page compare?

The chart compares EverSource Wealth Advisors, LLC's quarterly CBL 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 CBL position?

Based on 13F filing dates vs. subsequent CBL price moves, EverSource Wealth Advisors, LLC correctly timed 4 out of 7 reported position changes (57%).

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