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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

NOVT holding history

Novanta 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.

NOVT overviewAll 13F holders of NOVTFull Q2 2026 holdings

Shares (Q2 2026)
414
Value
$67.2K
% of portfolio
<0.1%
Quarters held
16
Since Q3 2022
Holdings of NOVT by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026414$67.2K<0.1%−7−1.7%ReducedHolders
Q1 2026421$49.7K<0.1%−6−1.4%ReducedHolders
Q4 2025427$50.8K<0.1%+233+120.1%AddedHolders
Q3 2025194$19.4K<0.1%+62+47.0%AddedHolders
Q2 2025132$17.0K<0.1%+37+38.9%AddedHolders
Q1 202595$12.1K<0.1%−40−29.6%ReducedHolders
Q4 2024135$20.6K<0.1%+85+170.0%AddedHolders
Q3 202450$8.95K<0.1%+4+8.7%AddedHolders
Q2 202446$8.34K<0.1%−7−13.2%ReducedHolders
Q1 202453$8.30K<0.1%−32−37.6%ReducedHolders
Q4 202385$14.3K<0.1%+49+136.1%AddedHolders
Q3 202336$5.16K<0.1%−3−7.7%ReducedHolders
Q2 202339$7.18K<0.1%00.0%UnchangedHolders
Q1 202339$6.20K<0.1%+10+34.5%AddedHolders
Q4 202229$3.94K<0.1%00.0%UnchangedHolders
Q3 202229$4.00K<0.1%+29NewHolders