EverSource Wealth Advisors, LLC COE — 51TALK ONLINE EDUCATION GROUP SPONSORED ADR

Ownership history in EverSource Wealth Advisors, LLC  ·  4 quarters on record

AI Ownership Summary

EverSource Wealth Advisors, LLC reported 51TALK ONLINE EDUCATION GROUP SPONSORED ADR (COE) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. The latest visible filing shows COE at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this COE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EverSource Wealth Advisors, LLC's position in 51TALK ONLINE EDUCATION GROUP SPONSORED ADR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

COE was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

COE stock page EverSource Wealth Advisors, LLC fund profile EverSource Wealth Advisors, LLC full holdings
How EverSource Wealth Advisors, LLC held COE — position size vs. price
% of Fund (quarterly)    COE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 57 -265 -82.3% 0.00% $8K 2026-05-14 $24.56
2025 Q4 REDUCED 35.3% -37.6% ✅ 322 -176 -35.3% 0.00% $10K 2026-02-06 $28.18
2025 Q3 REDUCED — — — 498 -22 -4.2% 0.00% $22K 2025-11-10 $44.80
2025 Q2 INITIATED — — — 520 — — 0.00% $17K 2025-08-13 $32.75

🏢 Other funds also holding COE

As of 2026 Q1 — sorted by position size

HSG Holding Ltd 3Y 7Y 0.48% ACADIAN ASSET MANAGEMENT LLC 3Y 7Y 0.0% RENAISSANCE TECHNOLOGIES LLC 3Y 7Y 0.0% PROATHLETE WEALTH MANAGEMENT LLC 0.0% BANK OF AMERICA CORP /DE/ 3Y 7Y 0.0% BARCLAYS PLC 3Y 7Y 0.0% Tower Research Capital LLC (TRC) 3Y 7Y 0.0% RHUMBLINE ADVISERS 3Y 7Y 0.0% UBS Group AG 3Y 7Y 0.0% ROYAL BANK OF CANADA 3Y 7Y 0.0%

FAQ About EverSource Wealth Advisors, LLC and COE

These are the practical questions this page is built to answer before you even open the full history table.

How long has EverSource Wealth Advisors, LLC reported owning COE?

EverSource Wealth Advisors, LLC reported COE across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported COE position in EverSource Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for COE was 0.00% in 2025 Q3.

What is the latest reported COE position on this page?

The most recent filing on this page is 2026 Q1, when EverSource Wealth Advisors, LLC reported 57 shares, equal to 0.00% of portfolio, with an estimated market value of $8K.

What does the chart on this COE ownership page compare?

The chart compares EverSource Wealth Advisors, LLC's quarterly COE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did EverSource Wealth Advisors, LLC time their COE position?

Based on 13F filing dates vs. subsequent COE price moves, EverSource Wealth Advisors, LLC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on COE relative to SPY over the holding period was -22.1%.

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