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Provenance Wealth Advisors, LLC: EVTR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Provenance Wealth Advisors, LLC on EVTR, newest first. How the timeline and the estimate are built.

Provenance Wealth Advisors, LLC held 1,408,343 EVTR shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,408,343 shares
    Change vs previous 13F +3,479 shares

    6.8% of the 13F portfolio, value $71,417,058.

    13F-HR 0002081584-26-000004 filed by Provenance Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,404,864 shares
    Change vs previous 13F not available

    7.55% of the 13F portfolio, value $71,296,868.

    13F-HR 0002081584-26-000003 filed by Provenance Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).