ADAG β€” ADAGENE INC ADS

Ownership history in EverSource Wealth Advisors, LLC  Β·  3 quarters on record

AI Ownership Summary

EverSource Wealth Advisors, LLC reported ADAGENE INC ADS (ADAG) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. The latest visible filing shows ADAG at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ADAG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EverSource Wealth Advisors, LLC's position in ADAGENE INC ADS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ADAG was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How EverSource Wealth Advisors, LLC held ADAG β€” position size vs. price
% of Fund (quarterly)    ADAG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 2,478 -4,026 -61.9% 0.00% $5K 2026-02-14 (Est.) $3.25
2025 Q3 REDUCED 6,504 -4,803 -42.5% 0.00% $13K 2025-11-10 $1.58
2025 Q2 INITIATED 11,307 β€” β€” 0.00% $22K 2025-08-13 $1.65

FAQ About EverSource Wealth Advisors, LLC and ADAG

These are the practical questions this page is built to answer before you even open the full history table.

How long has EverSource Wealth Advisors, LLC reported owning ADAG?

EverSource Wealth Advisors, LLC reported ADAG across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported ADAG position in EverSource Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for ADAG was 0.00% in 2025 Q2.

What is the latest reported ADAG position on this page?

The most recent filing on this page is 2025 Q4, when EverSource Wealth Advisors, LLC reported 2,478 shares, equal to 0.00% of portfolio, with an estimated market value of $5K.

What does the chart on this ADAG ownership page compare?

The chart compares EverSource Wealth Advisors, LLC's quarterly ADAG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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