New Mountain Finance Corp shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of New Mountain Finance Corp (NMFC) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in New Mountain Finance Corp
Tip: Access up to 7 years of quarterly data
All positions including New Mountain Finance Corp held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in New Mountain Finance Corp by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $2.2k | 308 | 7.17 |
| 2026-03-31 | $135 | 15 | 9.00 |
| 2025-12-31 | $2.8k | 308 | 9.21 |
| 2025-09-30 | $3.0k | 308 | 9.64 |
| 2025-06-30 | $3.2k | 308 | 10.55 |
| 2025-03-31 | $3.4k | 308 | 11.03 |
| 2024-12-31 | $10k | 925 | 11.26 |
| 2024-09-30 | $11k | 925 | 11.98 |
| 2024-06-30 | $12k | 925 | 12.40 |
| 2024-03-31 | $12k | 925 | 12.72 |
| 2023-12-31 | $12k | 925 | 12.72 |
| 2023-09-30 | $12k | 925 | 12.95 |
| 2023-06-30 | $12k | 925 | 12.44 |
| 2023-03-31 | $11k | 925 | 12.17 |
| 2022-12-31 | $11k | 925 | 12.37 |
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