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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

OOMA holding history

Ooma 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.

OOMA overviewAll 13F holders of OOMAFull Q2 2026 holdings

Shares (Q2 2026)
250
Value
$4.80K
% of portfolio
<0.1%
Quarters held
8
Since Q2 2024
Holdings of OOMA by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026250$4.80K<0.1%+12+5.0%AddedHolders
Q1 2026238$3.46K<0.1%+183+332.7%AddedHolders
Q4 202555$645<0.1%+19+52.8%AddedHolders
Q3 202536$432<0.1%−447−92.5%ReducedHolders
Q2 2025483$6.23K<0.1%+462+2,200.0%AddedHolders
Q1 202521$275<0.1%+20+2,000.0%AddedHolders
Q4 20241$14<0.1%+1NewHolders
Q3 20240$00.0%−386−100.0%Sold outHolders
Q2 2024386$4.01K<0.1%+386NewHolders