EverSource Wealth Advisors, LLC

Position in DLX — Deluxe Corp

CIK 1710537 BIRMINGHAM, AL

Position in DLX

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$64,633

+$15,977 QoQ

Shares Held

2,347

+7.7% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2022

15 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

EverSource Wealth Advisors, LLC holds $2,458,364 across 19 Conglomerates names. DLX ranks #5 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HON	Honeywell International Inc	4,901	$1,161,790
2	MMM	3M Co	4,443	$645,250
3	GHC	Graham Holdings Co	210	$222,022
4	VMI	Valmont Industries Inc	426	$170,211
5	DLX	Deluxe Corp This page	2,347	$64,633
6	TTI	Tetra Technologies Inc	4,944	$42,119
7	OTTR	Otter Tail Corp	393	$34,489
8	CODI	Compass Diversified Holdings	3,513	$27,608

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$64,633	2,347	+7.7%	Shares	Sole	2026-05-18
2025-12-31	$48,656	2,179	+33.9%	Shares	Sole	2026-02-06
2025-09-30	$31,498	1,627	+34.6%	Shares	Sole	2025-11-10
2025-06-30	$19,234	1,209	+174.1%	Shares	Sole	2025-08-13
2025-03-31	$6,972	441	-2.6%	Shares	Sole	2025-05-13
2024-12-31	$10,233	453	-35.1%	Shares	Sole	2025-02-10
2024-09-30	$13,604	698	0.0%	Shares	Sole	2024-11-08
2024-06-30	$15,677	698	0.0%	Shares	Sole	2024-08-13
2024-03-31	$14,371	698	0.0%	Shares	Sole	2024-06-11
2023-12-31	$14,972	698	0.0%	Shares	Sole	2024-02-09
2023-09-30	$13,185	698	0.0%	Shares	Sole	2023-11-03
2023-06-30	$12,201	698	-17.3%	Shares	Sole	2023-08-04
2023-03-31	$13,504	844	+478.1%	Shares	Sole	2023-05-11
2022-12-31	$2,479	146	-75.1%	Shares	Sole	2023-02-09
2022-06-30	$12,698	586	—	Shares	Sole	2022-08-01
No filing history on record for this holder in this stock.