Skip to main content

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

PSNL holding history

Personalis, 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.

PSNL overviewAll 13F holders of PSNLFull Q2 2026 holdings

Shares (Q2 2026)
170
Value
$2.28K
% of portfolio
<0.1%
Quarters held
6
Since Q2 2022
Holdings of PSNL by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026170$2.28K<0.1%−2−1.2%ReducedHolders
Q1 2026172$1.10K<0.1%+7+4.2%AddedHolders
Q4 2025165$1.31K<0.1%00.0%UnchangedHolders
Q3 2025165$1.08K<0.1%00.0%UnchangedHolders
Q2 2025165$1.08K<0.1%+165NewHolders
Q3 20220$00.0%−442−100.0%Sold outHolders
Q2 2022442$2.00K<0.1%+442NewHolders