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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

HALO holding history

Halozyme Therapeutics, 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.

HALO overviewAll 13F holders of HALOFull Q2 2026 holdings

Shares (Q2 2026)
4,146
Value
$324.5K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2021
Holdings of HALO by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,146$324.5K<0.1%+1,145+38.2%AddedHolders
Q1 20263,001$194.0K<0.1%+48+1.6%AddedHolders
Q4 20252,953$198.7K<0.1%−96−3.1%ReducedHolders
Q3 20253,049$223.6K<0.1%+364+13.6%AddedHolders
Q2 20252,685$139.7K<0.1%+174+6.9%AddedHolders
Q1 20252,511$160.2K<0.1%+211+9.2%AddedHolders
Q4 20242,300$110.0K<0.1%+30+1.3%AddedHolders
Q3 20242,270$129.9K<0.1%−111−4.7%ReducedHolders
Q2 20242,381$131.6K<0.1%+41+1.8%AddedHolders
Q1 20242,340$89.2K<0.1%−67−2.8%ReducedHolders
Q4 20232,407$89.0K<0.1%−82−3.3%ReducedHolders
Q3 20232,489$95.1K<0.1%+40+1.6%AddedHolders
Q2 20232,449$88.3K<0.1%+2,449NewHolders
Q2 20220$00.0%−215−100.0%Sold outHolders
Q1 2022215$9.00K<0.1%00.0%UnchangedHolders
Q4 2021215$9.00K<0.1%–No prior filingHolders