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EverSource Wealth Advisors, LLC: AAPL position timeline

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

EverSource Wealth Advisors, LLC held 191,650 AAPL 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 191,650 shares
    Change vs previous 13F -63,139 shares

    1.87% of the 13F portfolio, value $55,455,753.

    13F-HR 0001710537-26-000007 filed by EverSource 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/A 254,789 shares
    Change vs previous 13F +71,745 shares

    1.98% of the 13F portfolio, value $64,662,595.

    13F-HR/A 0001710537-26-000006 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 183,044 shares
    Change vs previous 13F +1,419 shares

    1.83% of the 13F portfolio, value $49,762,292.

    13F-HR 0001710537-26-000001 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 181,625 shares
    Change vs previous 13F +3,752 shares

    1.83% of the 13F portfolio, value $46,247,192.

    13F-HR 0001710537-25-000009 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 177,873 shares
    Change vs previous 13F -24,023 shares

    1.65% of the 13F portfolio, value $36,494,253.

    13F-HR 0001710537-25-000006 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 201,896 shares
    Change vs previous 13F -12,013 shares

    2.46% of the 13F portfolio, value $44,847,005.

    13F-HR 0001710537-25-000003 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 213,909 shares
    Change vs previous 13F +9,962 shares

    3.01% of the 13F portfolio, value $53,567,245.

    13F-HR 0001710537-25-000001 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 203,947 shares
    Change vs previous 13F not available

    3.01% of the 13F portfolio, value $47,519,623.

    13F-HR 0001710537-24-000010 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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