Ownership history in EverSource Wealth Advisors, LLC · 6 quarters on record
This page tracks every 13F SEC filing in which EverSource Wealth Advisors, LLC reported a position in AVIDXCHANGE HOLDINGS INC COM (AVDX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 537 | +14 | +2.7% | 0.00% | $5K | — |
| 2025 Q2 | ADDED | 523 | +277 | +112.6% | 0.00% | $5K | — |
| 2025 Q1 | ADDED | 246 | +136 | +123.6% | 0.00% | $2K | — |
| 2024 Q4 | ADDED | 110 | +45 | +69.2% | 0.00% | $1K | — |
| 2024 Q3 | UNCHANGED | 65 | — | 0% | 0.00% | $527 | — |
| 2024 Q2 | INITIATED | 65 | — | — | 0.00% | $581 | — |