EverSource Wealth Advisors, LLC
Position in TMCI — Treace Medical Concepts, Inc.
CIK 1710537
BIRMINGHAM, AL
Position in TMCI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$7,306
+$6,324 QoQ
Shares Held
1,836
+149.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#93
of 116 holders
Holding Since
Jun 2023
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TMCI Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $5,750,535 across 83 Medical Devices names. TMCI ranks #40 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
15,711 | $1,425,610 | |
| 2 | SYK |
Stryker Corp
|
1,962 | $617,712 | |
| 3 | MDT |
Medtronic plc
|
7,246 | $566,850 | |
| 4 | STE |
STERIS plc
|
2,650 | $558,006 | |
| 5 | BSX |
Boston Scientific Corp
|
9,651 | $411,898 | |
| 6 | EW |
Edwards Lifesciences Corp
|
3,308 | $299,236 | |
| 7 | DXCM |
Dexcom Inc
|
3,638 | $245,016 | |
| 8 | PODD |
Insulet Corp
|
1,508 | $229,590 |
All Filings in TMCI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,306 | 1,836 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $982 | 735 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $60 | 25 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,045 | 305 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,640 | 449 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,694 | 202 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $29 | 4 | Shares | Sole | 2025-02-10 | |
| 2023-06-30 | $997 | 39 | Shares | Sole | 2023-08-04 | |
| No filing history on record for this holder in this stock. | ||||||