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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

CLPT holding history

ClearPoint Neuro, 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.

CLPT overviewAll 13F holders of CLPTFull Q2 2026 holdings

Shares (Q2 2026)
117
Value
$2.09K
% of portfolio
<0.1%
Quarters held
5
Since Q3 2023
Holdings of CLPT by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026117$2.09K<0.1%+21+21.9%AddedHolders
Q1 202696$873<0.1%+91+1,820.0%AddedHolders
Q4 20255$68<0.1%00.0%UnchangedHolders
Q3 20255$109<0.1%+5NewHolders
Q4 20230$00.0%−195−100.0%Sold outHolders
Q3 2023195$977<0.1%+195NewHolders