EverSource Wealth Advisors, LLC
Position in CMDB — Costamare Bulkers Holdings Ltd
CIK 1710537
BIRMINGHAM, AL
Position in CMDB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,736
-$1,711 QoQ
Shares Held
99
-55.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#79
of 98 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CMDB Over Time
Shares Held
Position Value (USD)
Position in Marine Shipping
Industrials · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $7,415,703 across 18 Marine Shipping names. CMDB ranks #15 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEX |
Kirby Corp
|
52,084 | $7,081,856 | |
| 2 | MATX |
Matson, Inc.
|
305 | $58,626 | |
| 3 | CMRE |
Costamare Inc.
|
4,004 | $56,133 | |
| 4 | ZIM |
ZIM Integrated Shipping Services Ltd.
|
1,493 | $38,818 | |
| 5 | GSL |
Global Ship Lease, Inc.
|
1,018 | $38,275 | |
| 6 | SB |
Safe Bulkers, Inc.
|
4,802 | $30,298 | |
| 7 | SBLK |
Star Bulk Carriers Corp.
|
812 | $20,275 | |
| 8 | ASC |
Ardmore Shipping Corp
|
1,205 | $16,880 |
All Filings in CMDB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,736 | 99 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,447 | 223 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,955 | 127 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $36,354 | 2,530 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $31,904 | 3,680 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||