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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

ZBIO holding history

Zenas BioPharma, 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.

ZBIO overviewAll 13F holders of ZBIOFull Q2 2026 holdings

Shares (Q2 2026)
162
Value
$4.11K
% of portfolio
<0.1%
Quarters held
6
Since Q1 2025
Holdings of ZBIO by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026162$4.11K<0.1%+64+65.3%AddedHolders
Q1 202698$1.92K<0.1%+25+34.2%AddedHolders
Q4 202573$2.65K<0.1%+15+25.9%AddedHolders
Q3 202558$1.29K<0.1%00.0%UnchangedHolders
Q2 202558$562<0.1%+56+2,800.0%AddedHolders
Q1 20252$16<0.1%+2NewHolders