Position in MED
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,905
+$1,287 QoQ
Shares Held
274
+72.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#88
of 111 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MED Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $880,816 across 7 Personal Services names. MED ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROL |
Rollins Inc
|
8,259 | $344,726 | |
| 2 | HRB |
H&R Block Inc
|
5,358 | $204,029 | |
| 3 | BFAM |
Bright Horizons Family Solutions Inc.
|
2,265 | $160,540 | |
| 4 | SCI |
Service Corp International
|
1,787 | $135,737 | |
| 5 | FTDR |
Frontdoor, Inc.
|
407 | $31,576 | |
| 6 | MED |
Medifast Inc
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|
274 | $2,905 | |
| 7 | CSV |
Carriage Services Inc
|
34 | $1,303 |
All Filings in MED
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,905 | 274 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,618 | 159 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,932 | 181 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $14,394 | 1,053 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $17,028 | 1,212 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,153 | 234 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,823 | 217 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $5,549 | 290 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $6,327 | 290 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $14,522 | 379 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $941 | 14 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||