EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- Latest filing
- Jul 24, 2026
SRDX holding history
Surmodics 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.
SRDX overviewAll 13F holders of SRDXFull Q2 2026 holdings
- Shares (Q4 2025)
- 0
- Sold out in Q4 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 0 | $0 | 0.0% | −562−100.0% | Sold out | Holders |
| Q3 2025 | 562 | $16.8K | <0.1% | +4+0.7% | Added | Holders |
| Q2 2025 | 558 | $16.6K | <0.1% | +558 | New | Holders |
| Q1 2025 | 0 | $0 | 0.0% | −5−100.0% | Sold out | Holders |
| Q4 2024 | 5 | $198 | <0.1% | +5 | New | Holders |
| Q3 2022 | 0 | $0 | 0.0% | −174−100.0% | Sold out | Holders |
| Q2 2022 | 174 | $6.00K | <0.1% | +174 | New | Holders |