EverSource Wealth Advisors, LLC
Position in INNV — InnovAge Holding Corp.
CIK 1710537
BIRMINGHAM, AL
Position in INNV
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$825
+$384 QoQ
Shares Held
103
+21.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in INNV Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $2,406,229 across 38 Medical Care Facilities names. INNV ranks #32 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EHC |
Encompass Health Corp
|
5,757 | $556,867 | |
| 2 | HCA |
HCA Healthcare, Inc.
|
935 | $442,475 | |
| 3 | ENSG |
Ensign Group, Inc
|
992 | $199,885 | |
| 4 | PACS |
PACS Group, Inc.
|
5,064 | $162,652 | |
| 5 | CHE |
Chemed Corp
|
406 | $153,357 | |
| 6 | ADUS |
Addus HomeCare Corp
|
1,237 | $115,841 | |
| 7 | AVAH |
Aveanna Healthcare Holdings, Inc.
|
17,552 | $113,033 | |
| 8 | FMS |
Fresenius Medical Care AG
|
4,135 | $93,281 |
All Filings in INNV
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||