EverSource Wealth Advisors, LLC

Position in CAE — Cae Inc

CIK 1710537 BIRMINGHAM, AL

Position in CAE

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$16,087

-$9,855 QoQ

Shares Held

642

-35.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#233

of 281 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

EverSource Wealth Advisors, LLC holds $20,218,129 across 63 Aerospace & Defense names. CAE ranks #38 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co	9,641	$3,603,126
2	RTX	RTX Corp	11,749	$2,229,133
3	AXON	Axon Enterprise, Inc.	3,666	$2,055,191
4	LMT	Lockheed Martin Corp	3,795	$1,933,395
5	BA	Boeing Co	7,008	$1,517,015
6	SPCX	Space Exploration Technologies Corp	7,496	$1,280,763
7	GD	General Dynamics Corp	3,435	$1,216,808
8	NOC	Northrop Grumman Corp /De/	1,370	$697,748

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,087	642	-35.5%	Shares	Sole	2026-07-24
2026-03-31	$25,942	996	-17.8%	Shares	Sole	2026-05-18
2025-12-31	$36,836	1,211	-34.8%	Shares	Sole	2026-02-06
2025-09-30	$55,040	1,857	+11.9%	Shares	Sole	2025-11-10
2025-06-30	$48,587	1,660	+4.7%	Shares	Sole	2025-08-13
2025-03-31	$38,973	1,585	+34.8%	Shares	Sole	2025-05-13
2024-12-31	$29,844	1,176	+1.9%	Shares	Sole	2025-02-10
2024-09-30	$21,637	1,154	-19.5%	Shares	Sole	2024-11-08
2024-06-30	$26,642	1,434	+27.0%	Shares	Sole	2024-08-13
2024-03-31	$23,301	1,129	+17.2%	Shares	Sole	2024-06-11
2023-12-31	$20,791	963	-52.5%	Shares	Sole	2024-02-09
2023-09-30	$47,377	2,029	+85.5%	Shares	Sole	2023-11-03
2023-06-30	$24,483	1,094	+13.6%	Shares	Sole	2023-08-04
2023-03-31	$21,792	963	0.0%	Shares	Sole	2023-05-11
2022-12-31	$18,624	963	—	Shares	Sole	2023-02-09
No filing history on record for this holder in this stock.