EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- Latest filing
- Jul 24, 2026
UPB holding history
Upstream Bio, 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.
UPB overviewAll 13F holders of UPBFull Q2 2026 holdings
- Shares (Q2 2026)
- 272
- Value
- $1.88K
- % of portfolio
- <0.1%
- Quarters held
- 6
- Since Q1 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 272 | $1.88K | <0.1% | +50+22.5% | Added | Holders |
| Q1 2026 | 222 | $2.00K | <0.1% | −60−21.3% | Reduced | Holders |
| Q4 2025 | 282 | $7.66K | <0.1% | −28−9.0% | Reduced | Holders |
| Q3 2025 | 310 | $5.83K | <0.1% | +1+0.3% | Added | Holders |
| Q2 2025 | 309 | $3.39K | <0.1% | +174+128.9% | Added | Holders |
| Q1 2025 | 135 | $826 | <0.1% | +135 | New | Holders |