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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

SDGR holding history

Schrodinger, 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.

SDGR overviewAll 13F holders of SDGRFull Q2 2026 holdings

Shares (Q2 2026)
2,581
Value
$41.9K
% of portfolio
<0.1%
Quarters held
11
Since Q4 2023
Holdings of SDGR by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,581$41.9K<0.1%+790+44.1%AddedHolders
Q1 20261,791$20.3K<0.1%+417+30.3%AddedHolders
Q4 20251,374$24.6K<0.1%+1,207+722.8%AddedHolders
Q3 2025167$3.35K<0.1%−52−23.7%ReducedHolders
Q2 2025219$4.41K<0.1%−169−43.6%ReducedHolders
Q1 2025388$7.66K<0.1%+367+1,747.6%AddedHolders
Q4 202421$405<0.1%+4+23.5%AddedHolders
Q3 202417$315<0.1%+15+750.0%AddedHolders
Q2 20242$45<0.1%00.0%UnchangedHolders
Q1 20242$49<0.1%−138−98.6%ReducedHolders
Q4 2023140$5.01K<0.1%+140NewHolders