Position in SBDS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$0
-$41 QoQ
Shares Held
9
-18.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SBDS Over Time
Shares Held
Position Value (USD)
Position in Internet Retail
Consumer Cyclical · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $35,135,905 across 24 Internet Retail names. SBDS ranks #24 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
|
140,524 | $33,492,485 | |
| 2 | EBAY |
Ebay Inc
|
3,455 | $386,092 | |
| 3 | BABA |
Alibaba Group Holding Ltd
|
2,608 | $250,313 | |
| 4 | DASH |
DoorDash, Inc.
|
1,022 | $188,585 | |
| 5 | SE |
Sea Ltd
|
1,669 | $159,936 | |
| 6 | MELI |
Mercadolibre Inc
|
73 | $123,906 | |
| 7 | W |
Wayfair Inc.
|
1,317 | $121,714 | |
| 8 | ETSY |
Etsy Inc
|
1,074 | $80,900 |
All Filings in SBDS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | — | 9 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $41 | 11 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $72 | 12 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $181 | 12 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||