EverSource Wealth Advisors, LLC

Position in RMAX — RE/MAX Holdings, Inc.

CIK 1710537 BIRMINGHAM, AL

Position in RMAX

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

Position Value

$9,697

-$2,346 QoQ

Shares Held

1,684

+6.1% QoQ

Ownership

0.008%

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")%

Real Estate · as of Mar 31, 2026

EverSource Wealth Advisors, LLC holds $1,600,627 across 25 Real Estate Services names. RMAX ranks #13 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CBRE	Cbre Group, Inc.	5,712	$773,741
2	JLL	Jones Lang Lasalle Inc	990	$301,269
3	CSGP	Costar Group, Inc.	2,721	$109,759
4	BEKE	KE Holdings Inc.	5,647	$84,531
5	COMP	Compass, Inc.	9,779	$71,481
6	AGNT	AGNT, Inc.	11,081	$66,372
7	FSV	FirstService Corp	323	$44,875
8	CIGI	Colliers International Group Inc.	313	$33,453

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$9,697	1,684	+6.1%	Shares	Sole	2026-05-18
2025-12-31	$12,043	1,587	+177.9%	Shares	Sole	2026-02-06
2025-09-30	$5,383	571	+103.2%	Shares	Sole	2025-11-10
2025-06-30	$2,297	281	+29.5%	Shares	Sole	2025-08-13
2025-03-31	$1,815	217	-3.1%	Shares	Sole	2025-05-13
2024-12-31	$2,388	224	+3.2%	Shares	Sole	2025-02-10
2024-09-30	$2,701	217	0.0%	Shares	Sole	2024-11-08
2024-06-30	$1,757	217	0.0%	Shares	Sole	2024-08-13
2024-03-31	$1,902	217	+39.1%	Shares	Sole	2024-06-11
2023-12-31	$2,079	156	+56.0%	Shares	Sole	2024-02-09
2023-09-30	$1,294	100	-78.4%	Shares	Sole	2023-11-03
2023-06-30	$8,936	464	-8.1%	Shares	Sole	2023-08-04
2023-03-31	$9,473	505	+1228.9%	Shares	Sole	2023-05-11
2022-09-30	$718	38	-93.7%	Shares	Sole	2022-11-07
2022-06-30	$14,858	606	—	Shares	Sole	2022-08-01
No filing history on record for this holder in this stock.