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Performant Finl shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Performant Finl (PHLT) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Performant Finl

Tip: Access up to 7 years of quarterly data

All positions including Performant Finl held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Performant Finl by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.9k 507 7.67
2025-06-30 $2.0k 505 4.00

More positions owned by EverSource Wealth Advisors

Vanguard Growth Etf Etf (VUG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Value Etf Etf (VTV)
iShares Gold Trust ETF Etf (IAU)
Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)
Praxis Impact Large Cap Growth Etf Etf (PRXG)
Praxis Impact Large Cap Value Etf Etf (PRXV)
Microsoft Corp Stock (MSFT)
Tesla Stock (TSLA)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Total Stock Market Etf Etf (VTI)
Broadcom Stock (AVGO)
Palantir Technologies Inc Cl A Stock (PLTR)

View all positions for EverSource Wealth Advisors

Top funds holding Performant Finl

Prescott Group Capital Management
First Light Asset Management
Glazer Capital
BlackRock
Alliancebernstein
Vanguard Group
Mill Road Capital Management
Fil
Magnetar Financial
Vivaldi Asset Management
Catalyst Financial Partners
Geode Capital Management
Soros Fund Management
Cresset Asset Management
State Street Corporation

View all funds holding Performant Finl