EverSource Wealth Advisors, LLC

SEC CIK: 0001710537
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

GRDN holding history

Guardian Pharmacy Services, 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.

GRDN overview All 13F holders of GRDN Full Q2 2026 holdings

Shares (Q2 2026): 19
Value: $795
% of portfolio: <0.1%
Quarters held: 3; Since Q1 2025

Holdings of GRDN by EverSource Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	19	$795	<0.1%	+14+280.0%	Added	Holders
Q1 2026	5	$188	<0.1%	+5	New	Holders
Q2 2025	0	$0	0.0%	−22−100.0%	Sold out	Holders
Q1 2025	22	$468	<0.1%	+22	New	Holders