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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

PRCT holding history

PROCEPT BioRobotics 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.

PRCT overviewAll 13F holders of PRCTFull Q2 2026 holdings

Shares (Q2 2026)
1,078
Value
$24.3K
% of portfolio
<0.1%
Quarters held
9
Since Q2 2024
Holdings of PRCT by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,078$24.3K<0.1%+351+48.3%AddedHolders
Q1 2026727$18.2K<0.1%+657+938.6%AddedHolders
Q4 202570$2.20K<0.1%+25+55.6%AddedHolders
Q3 202545$1.61K<0.1%−64−58.7%ReducedHolders
Q2 2025109$6.28K<0.1%−98−47.3%ReducedHolders
Q1 2025207$12.1K<0.1%+188+989.5%AddedHolders
Q4 202419$1.53K<0.1%+4+26.7%AddedHolders
Q3 202415$1.20K<0.1%−1−6.3%ReducedHolders
Q2 202416$1.01K<0.1%+16NewHolders