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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

MED holding history

Medifast 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.

MED overviewAll 13F holders of MEDFull Q2 2026 holdings

Shares (Q2 2026)
274
Value
$2.91K
% of portfolio
<0.1%
Quarters held
11
Since Q4 2023
Holdings of MED by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026274$2.91K<0.1%+115+72.3%AddedHolders
Q1 2026159$1.62K<0.1%−22−12.2%ReducedHolders
Q4 2025181$1.93K<0.1%−872−82.8%ReducedHolders
Q3 20251,053$14.4K<0.1%−159−13.1%ReducedHolders
Q2 20251,212$17.0K<0.1%+978+417.9%AddedHolders
Q1 2025234$3.15K<0.1%+17+7.8%AddedHolders
Q4 2024217$3.82K<0.1%−73−25.2%ReducedHolders
Q3 2024290$5.55K<0.1%00.0%UnchangedHolders
Q2 2024290$6.36K<0.1%−89−23.5%ReducedHolders
Q1 2024379$10.4K<0.1%+365+2,607.1%AddedHolders
Q4 202314$941<0.1%+14NewHolders