Ownership history in EverSource Wealth Advisors, LLC · 4 quarters on record
This page tracks every 13F SEC filing in which EverSource Wealth Advisors, LLC reported a position in SURMODICS INC COM (SRDX). 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 | 562 | +4 | +0.7% | 0.00% | $17K | — |
| 2025 Q2 | ADDED | 558 | +553 | +11060.0% | 0.00% | $17K | — |
| 2024 Q4 | REDUCED | 5 | -169 | -97.1% | 0.00% | $198 | — |
| 2022 Q2 | INITIATED | 174 | — | — | 0.00% | $6K | — |