Position in MAX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$10,179
-$1,547 QoQ
Shares Held
810
-35.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#125
of 153 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MAX Over Time
Shares Held
Position Value (USD)
Position in Internet Content & Information
Communication Services · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $53,941,933 across 43 Internet Content & Information names. MAX ranks #30 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GOOGL |
Alphabet Inc.
|
103,812 | $37,099,288 | |
| 2 | META |
Meta Platforms, Inc.
|
24,259 | $13,664,844 | |
| 3 | NBIS |
Nebius Group N.V.
|
5,007 | $1,382,781 | |
| 4 | SPOT |
Spotify Technology S.A.
|
896 | $411,375 | |
| 5 | MTCH |
Match Group, Inc.
|
9,969 | $379,317 | |
| 6 | PINS |
Pinterest, Inc.
|
6,891 | $144,912 | |
| 7 | BIDU |
Baidu, Inc.
|
869 | $99,316 | |
| 8 | UPWK |
Upwork, Inc
|
11,199 | $93,621 |
All Filings in MAX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,179 | 810 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $11,726 | 1,261 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $26,481 | 2,045 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $21,553 | 1,894 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $14,804 | 1,352 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,208 | 239 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $90 | 8 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||