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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

WAY holding history

Waystar Holding Corp. 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.

WAY overviewAll 13F holders of WAYFull Q2 2026 holdings

Shares (Q2 2026)
6,714
Value
$137.8K
% of portfolio
<0.1%
Quarters held
7
Since Q4 2024
Holdings of WAY by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,714$137.8K<0.1%+716+11.9%AddedHolders
Q1 20265,998$144.6K<0.1%+3,598+149.9%AddedHolders
Q4 20252,400$78.6K<0.1%+287+13.6%AddedHolders
Q3 20252,113$80.1K<0.1%+719+51.6%AddedHolders
Q2 20251,394$57.0K<0.1%+1,352+3,219.0%AddedHolders
Q1 202542$1.57K<0.1%+29+223.1%AddedHolders
Q4 202413$477<0.1%+13NewHolders