Skip to main content

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

SRTA holding history

Strata Critical Medical, 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.

SRTA overviewAll 13F holders of SRTAFull Q2 2026 holdings

Shares (Q2 2026)
1,896
Value
$9.99K
% of portfolio
<0.1%
Quarters held
7
Since Q2 2024
Holdings of SRTA by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,896$9.99K<0.1%+1,823+2,497.3%AddedHolders
Q1 202673$304<0.1%+15+25.9%AddedHolders
Q4 202558$279<0.1%00.0%UnchangedHolders
Q3 202558$293<0.1%+32+123.1%AddedHolders
Q2 202526$105<0.1%+26NewHolders
Q4 20240$00.0%−12,000−100.0%Sold outHolders
Q3 202412,000$35.3K<0.1%00.0%UnchangedHolders
Q2 202412,000$39.6K<0.1%+12,000NewHolders