Skip to content
Disclosery

EverSource Wealth Advisors, LLC: AB position timeline

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

EverSource Wealth Advisors, LLC held 1,274 AB 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 1,274 shares
    Change vs previous 13F -674 shares

    <0.01% of the 13F portfolio, value $44,883.

    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 1,948 shares
    Change vs previous 13F -686 shares

    <0.01% of the 13F portfolio, value $72,926.

    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 2,634 shares
    Change vs previous 13F +16 shares

    <0.01% of the 13F portfolio, value $101,357.

    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 2,618 shares
    Change vs previous 13F +2 shares

    <0.01% of the 13F portfolio, value $100,078.

    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 2,616 shares
    Change vs previous 13F +2 shares

    <0.01% of the 13F portfolio, value $106,825.

    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 2,614 shares
    Change vs previous 13F +3 shares

    0.01% of the 13F portfolio, value $100,147.

    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 2,611 shares
    Change vs previous 13F +2 shares

    0.01% of the 13F portfolio, value $96,843.

    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 2,609 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $91,021.

    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).