EverSource Wealth Advisors, LLC

Position in TDOC — Teladoc Health, Inc.

CIK 1710537 BIRMINGHAM, AL

Position in TDOC

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$49,936

+$19,110 QoQ

Shares Held

5,889

+4.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#224

of 345 holders

Holding Since

Dec 2021

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

EverSource Wealth Advisors, LLC holds $9,013,345 across 32 Health Information Services names. TDOC ranks #7 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HQY	Healthequity, Inc.	83,393	$7,532,051
2	VEEV	Veeva Systems Inc	2,350	$417,051
3	BTSG	BrightSpring Health Services, Inc.	4,624	$322,474
4	TXG	10x Genomics, Inc.	5,797	$222,253
5	WAY	Waystar Holding Corp.	6,714	$137,835
6	PHR	Phreesia, Inc.	4,932	$50,749
7	TDOC	Teladoc Health, Inc. This page	5,889	$49,936
8	SDGR	Schrodinger, Inc.	2,581	$41,939

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$49,936	5,889	+4.1%	Shares	Sole	2026-07-24
2026-03-31	$30,826	5,657	+694.5%	Shares	Sole	2026-05-18
2025-12-31	$4,984	712	+18.5%	Shares	Sole	2026-02-06
2025-09-30	$4,645	601	+519.6%	Shares	Sole	2025-11-10
2025-06-30	$844	97	-41.6%	Shares	Sole	2025-08-13
2025-03-31	$1,320	166	-28.8%	Shares	Sole	2025-05-13
2024-12-31	$2,116	233	+40.4%	Shares	Sole	2025-02-10
2024-09-30	$1,522	166	+1975.0%	Shares	Sole	2024-11-08
2024-06-30	$78	8	-95.1%	Shares	Sole	2024-08-13
2024-03-31	$2,445	162	-56.7%	Shares	Sole	2024-06-11
2023-12-31	$8,058	374	-53.5%	Shares	Sole	2024-02-09
2023-09-30	$14,964	805	-10.6%	Shares	Sole	2023-11-03
2023-06-30	$22,788	900	0.0%	Shares	Sole	2023-08-04
2023-03-31	$23,310	900	-16.3%	Shares	Sole	2023-05-11
2022-12-31	$25,423	1,075	+1296.1%	Shares	Sole	2023-02-09
2021-12-31	$7,070	77	—	Shares	Sole	2022-02-17
No filing history on record for this holder in this stock.