Position in DAVA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$144
-$1,478 QoQ
Shares Held
51
-86.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#62
of 72 holders
Holding Since
Sep 2022
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DAVA Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $70,752,690 across 100 Software - Infrastructure names. DAVA ranks #99 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
80,326 | $29,963,198 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
127,814 | $14,912,054 | |
| 3 | PANW |
Palo Alto Networks Inc
|
28,178 | $9,609,256 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
62,104 | $2,962,122 | |
| 5 | ORCL |
Oracle Corp
|
17,035 | $2,496,474 | |
| 6 | FTNT |
Fortinet, Inc.
|
8,127 | $1,248,465 | |
| 7 | NET |
Cloudflare, Inc.
|
4,140 | $1,015,454 | |
| 8 | CRWV |
CoreWeave, Inc.
|
8,093 | $805,573 |
All Filings in DAVA
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $144 | 51 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,622 | 367 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $3,203 | 507 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,702 | 407 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $29,245 | 1,909 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,467 | 229 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $7,014 | 227 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $5,848 | 229 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $146 | 5 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $304 | 8 | Shares | Sole | 2024-06-11 | |
| 2023-09-30 | $2,752 | 48 | Shares | Sole | 2023-11-03 | |
| 2022-09-30 | $16,609 | 206 | Shares | Sole | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||