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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

OFIX holding history

Orthofix Medical 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.

OFIX overviewAll 13F holders of OFIXFull Q2 2026 holdings

Shares (Q2 2026)
596
Value
$5.45K
% of portfolio
<0.1%
Quarters held
11
Since Q1 2022
Holdings of OFIX by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026596$5.45K<0.1%−356−37.4%ReducedHolders
Q1 2026952$10.9K<0.1%−123−11.4%ReducedHolders
Q4 20251,075$16.3K<0.1%−127−10.6%ReducedHolders
Q3 20251,202$17.6K<0.1%+294+32.4%AddedHolders
Q2 2025908$10.1K<0.1%+795+703.5%AddedHolders
Q1 2025113$1.84K<0.1%+94+494.7%AddedHolders
Q4 202419$332<0.1%+19NewHolders
Q4 20230$00.0%−58−100.0%Sold outHolders
Q3 202358$746<0.1%+58NewHolders
Q1 20230$00.0%−49−100.0%Sold outHolders
Q4 202249$1.01K<0.1%−469−90.5%ReducedHolders
Q3 2022518$10.0K<0.1%+518NewHolders
Q2 20220$00.0%−242−100.0%Sold outHolders
Q1 2022242$8.00K<0.1%+242NewHolders