EverSource Wealth Advisors, LLC CMCL — CALEDONIA MNG CORP PLC SHS NEW

Ownership history in EverSource Wealth Advisors, LLC  ·  7 quarters on record

AI Ownership Summary

EverSource Wealth Advisors, LLC reported CALEDONIA MNG CORP PLC SHS NEW (CMCL) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. The latest visible filing shows CMCL 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.

What this CMCL 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 CALEDONIA MNG CORP PLC SHS 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 Q2

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

High-water mark
Peak Conviction
0.0% in 2025 Q3

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.

CMCL stock page EverSource Wealth Advisors, LLC fund profile EverSource Wealth Advisors, LLC full holdings
How EverSource Wealth Advisors, LLC held CMCL — position size vs. price
% of Fund (quarterly)    CMCL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 112 -1,317 -92.2% 0.00% $2K 2026-07-24 $nan
2026 Q1 REDUCED 11.0% -13.5% ✅ 1,429 -176 -11.0% 0.00% $49K 2026-05-18 $23.69
2025 Q4 ADDED — — — 1,605 +64 +4.2% 0.00% $42K 2026-02-06 $28.29
2025 Q3 REDUCED 19.3% -27.8% ✅ 1,541 -369 -19.3% 0.00% $56K 2025-11-10 $28.54
2025 Q2 ADDED — — — 1,910 +1,881 +6486.2% 0.00% $37K 2025-08-13 $23.99
2025 Q1 ADDED — — — 29 +25 +625.0% 0.00% $362 2025-05-13 $14.07
2024 Q4 INITIATED — — — 4 — — 0.00% $38 2025-02-10 $9.89

🏢 Other funds also holding CMCL

As of 2026 Q2 — sorted by position size

MIZUHO MARKETS AMERICAS LLC 3Y 0.06% Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3Y 7Y 0.01% Curated Wealth Partners LLC 3Y 0.0% State of Alaska, Department of Revenue 3Y 7Y 0.0% Versant Capital Management, Inc 3Y 7Y 0.0% Owl Creek Wealth Partners LLC 0.0% GAMMA Investing LLC 0.0% Police & Firemen's Retirement System of New Jersey 0.0% True Wealth Design, LLC 3Y 0.0% IFP Advisors, Inc 3Y 7Y 0.0%

FAQ About EverSource Wealth Advisors, LLC and CMCL

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 CMCL?

EverSource Wealth Advisors, LLC reported CMCL across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

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

The largest reported portfolio weight for CMCL was 0.00% in 2025 Q3.

What is the latest reported CMCL position on this page?

The most recent filing on this page is 2026 Q2, when EverSource Wealth Advisors, LLC reported 112 shares, equal to 0.00% of portfolio, with an estimated market value of $2K.

What does the chart on this CMCL ownership page compare?

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

Based on 13F filing dates vs. subsequent CMCL price moves, EverSource Wealth Advisors, LLC correctly timed 5 out of 6 reported position changes (83%).

← Back to EverSource Wealth Advisors, LLC Holdings