Skip to main content

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

NVTA holding history

Invitae Corp 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.

NVTA overviewAll 13F holders of NVTAFull Q2 2026 holdings

Shares (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q4 2021
Holdings of NVTA by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−1,357−100.0%Sold outHolders
Q2 20241,357$1<0.1%+43+3.3%AddedHolders
Q1 20241,314$1<0.1%+1,214+1,214.0%AddedHolders
Q4 2023100$63<0.1%−825−89.2%ReducedHolders
Q3 2023925$560<0.1%00.0%UnchangedHolders
Q2 2023925$1.04K<0.1%00.0%UnchangedHolders
Q1 2023925$1.25K<0.1%−860−48.2%ReducedHolders
Q4 20221,785$3.32K<0.1%+1,785NewHolders
Q3 20220$00.0%−432−100.0%Sold outHolders
Q2 2022432$1.00K<0.1%+311+257.0%AddedHolders
Q1 2022121$1.00K<0.1%00.0%UnchangedHolders
Q4 2021121$2.00K<0.1%–No prior filingHolders