Position in CDLX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$538
-$730 QoQ
Shares Held
120
-0.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#31
of 41 holders
Holding Since
Mar 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CDLX Over Time
Shares Held
Position Value (USD)
Position in Advertising Agencies
Communication Services · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $792,685 across 18 Advertising Agencies names. CDLX ranks #15 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APP |
AppLovin Corp
|
845 | $435,362 | |
| 2 | OMC |
Omnicom Group Inc.
|
2,296 | $167,213 | |
| 3 | QNST |
Quinstreet, Inc
|
3,098 | $45,383 | |
| 4 | EVC |
Entravision Communications Corp
|
3,354 | $43,735 | |
| 5 | DV |
DoubleVerify Holdings, Inc.
|
2,714 | $29,417 | |
| 6 | TTD |
Trade Desk, Inc.
|
1,109 | $20,048 | |
| 7 | WPP |
WPP plc
|
690 | $10,685 | |
| 8 | ZD |
Ziff Davis, Inc.
|
194 | $10,157 |
All Filings in CDLX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $538 | 120 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,268 | 1,208 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,389 | 1,208 | Shares | Sole | 2026-02-06 | |
| 2025-03-31 | $23 | 13 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||