EverSource Wealth Advisors, LLC MREO β€” MEREO BIOPHARMA GROUP PLC SPON ADS

Ownership history in EverSource Wealth Advisors, LLC  Β·  5 quarters on record

AI Ownership Summary

EverSource Wealth Advisors, LLC reported MEREO BIOPHARMA GROUP PLC SPON ADS (MREO) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. The latest visible filing shows MREO at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MREO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EverSource Wealth Advisors, LLC's position in MEREO BIOPHARMA GROUP PLC SPON ADS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

MREO was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How EverSource Wealth Advisors, LLC held MREO β€” position size vs. price
% of Fund (quarterly)    MREO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 100 +93 +1328.6% 0.00% $32 2026-07-24 $0.29
2026 Q1 REDUCED 98.3% +0.0% ❌ 7 -410 -98.3% 0.00% $66 2026-05-18 $0.24
2025 Q4 UNCHANGED β€” β€” β€” 417 β€” 0% 0.00% $174 2026-02-06 $0.43
2025 Q3 REDUCED 11.3% -86.4% βœ… 417 -53 -11.3% 0.00% $859 2025-11-10 $1.77
2025 Q2 INITIATED β€” β€” β€” 470 β€” β€” 0.00% $1K 2025-08-13 $1.73

FAQ About EverSource Wealth Advisors, LLC and MREO

These are the practical questions this page is built to answer before you even open the full history table.

How long has EverSource Wealth Advisors, LLC reported owning MREO?

EverSource Wealth Advisors, LLC reported MREO across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported MREO position in EverSource Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for MREO was 0.00% in 2025 Q2.

What is the latest reported MREO position on this page?

The most recent filing on this page is 2026 Q2, when EverSource Wealth Advisors, LLC reported 100 shares, equal to 0.00% of portfolio, with an estimated market value of $32.

What does the chart on this MREO ownership page compare?

The chart compares EverSource Wealth Advisors, LLC's quarterly MREO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did EverSource Wealth Advisors, LLC time their MREO position?

Based on 13F filing dates vs. subsequent MREO price moves, EverSource Wealth Advisors, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on MREO relative to SPY over the holding period was +2204.2%.

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