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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

DOCS holding history

Doximity, 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.

DOCS overviewAll 13F holders of DOCSFull Q2 2026 holdings

Shares (Q2 2026)
383
Value
$7.94K
% of portfolio
<0.1%
Quarters held
14
Since Q1 2023
Holdings of DOCS by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026383$7.94K<0.1%−2,450−86.5%ReducedHolders
Q1 20262,833$66.0K<0.1%+2,560+937.7%AddedHolders
Q4 2025273$12.1K<0.1%−364−57.1%ReducedHolders
Q3 2025637$46.6K<0.1%+114+21.8%AddedHolders
Q2 2025523$32.1K<0.1%+139+36.2%AddedHolders
Q1 2025384$22.3K<0.1%+72+23.1%AddedHolders
Q4 2024312$16.7K<0.1%+90+40.5%AddedHolders
Q3 2024222$9.67K<0.1%+56+33.7%AddedHolders
Q2 2024166$4.65K<0.1%+92+124.3%AddedHolders
Q1 202474$1.80K<0.1%+24+48.0%AddedHolders
Q4 202350$1.40K<0.1%00.0%UnchangedHolders
Q3 202350$1.06K<0.1%−123−71.1%ReducedHolders
Q2 2023173$5.88K<0.1%00.0%UnchangedHolders
Q1 2023173$5.60K<0.1%+173NewHolders