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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

HSTM holding history

Healthstream 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.

HSTM overviewAll 13F holders of HSTMFull Q2 2026 holdings

Shares (Q2 2026)
1,161
Value
$31.6K
% of portfolio
<0.1%
Quarters held
7
Since Q4 2024
Holdings of HSTM by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,161$31.6K<0.1%+992+587.0%AddedHolders
Q1 2026169$3.50K<0.1%+143+550.0%AddedHolders
Q4 202526$600<0.1%−354−93.2%ReducedHolders
Q3 2025380$10.7K<0.1%+32+9.2%AddedHolders
Q2 2025348$9.63K<0.1%+295+556.6%AddedHolders
Q1 202553$1.71K<0.1%+26+96.3%AddedHolders
Q4 202427$859<0.1%+27NewHolders