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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

AORT holding history

Artivion, Inc. in every 13F filed by EverSource Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AORT overviewAll 13F holders of AORTFull Q2 2026 holdings

Shares (Q2 2026)
125
Value
$2.81K
% of portfolio
<0.1%
Quarters held
10
Since Q4 2021
Holdings of AORT by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026125$2.81K<0.1%+50+66.7%AddedHolders
Q1 202675$2.75K<0.1%+12+19.0%AddedHolders
Q4 202563$2.87K<0.1%−145−69.7%ReducedHolders
Q3 2025208$8.81K<0.1%−6−2.8%ReducedHolders
Q2 2025214$6.66K<0.1%+214NewHolders
Q1 20250$00.0%−41−100.0%Sold outHolders
Q4 202441$1.17K<0.1%+41NewHolders
Q4 20220$00.0%−183−100.0%Sold outHolders
Q3 2022183$3.00K<0.1%00.0%UnchangedHolders
Q2 2022183$3.00K<0.1%00.0%UnchangedHolders
Q1 2022183$4.00K<0.1%−1,030−84.9%ReducedHolders
Q4 20211,213$25.0K<0.1%–No prior filingHolders