EverSource Wealth Advisors, LLC
Position in INNV — InnovAge Holding Corp.
CIK 1710537
BIRMINGHAM, AL
Position in INNV
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,348
+$523 QoQ
Shares Held
114
+10.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#91
of 105 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in INNV Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $2,853,483 across 40 Medical Care Facilities names. INNV ranks #34 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EHC |
Encompass Health Corp
|
4,760 | $481,137 | |
| 2 | CHE |
Chemed Corp
|
644 | $299,933 | |
| 3 | PACS |
PACS Group, Inc.
|
5,362 | $228,632 | |
| 4 | HCA |
HCA Healthcare, Inc.
|
533 | $207,808 | |
| 5 | THC |
Tenet Healthcare Corp
|
950 | $177,723 | |
| 6 | AGL |
agilon health, inc.
|
1,619 | $173,521 | |
| 7 | DVA |
Davita Inc.
|
736 | $163,740 | |
| 8 | NUTX |
Nutex Health Inc.
|
934 | $159,610 |
All Filings in INNV
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,348 | 114 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $825 | 103 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $441 | 85 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $417 | 81 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $139 | 38 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $35 | 12 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||