EverSource Wealth Advisors, LLC: ACHC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EverSource Wealth Advisors, LLC on ACHC, newest first. How the timeline and the estimate are built.
EverSource Wealth Advisors, LLC held 224 ACHC shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 224 sharesChange vs previous 13F -21 shares
<0.01% of the 13F portfolio, value $6,615.
13F-HR 0001710537-26-000007 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F/A 245 sharesChange vs previous 13F -71 shares
<0.01% of the 13F portfolio, value $5,731.
13F-HR/A 0001710537-26-000006 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 316 sharesChange vs previous 13F -703 shares
<0.01% of the 13F portfolio, value $4,484.
13F-HR 0001710537-26-000001 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,019 sharesChange vs previous 13F -385 shares
<0.01% of the 13F portfolio, value $25,230.
13F-HR 0001710537-25-000009 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,404 sharesChange vs previous 13F +497 shares
<0.01% of the 13F portfolio, value $31,856.
13F-HR 0001710537-25-000006 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 907 sharesChange vs previous 13F +379 shares
<0.01% of the 13F portfolio, value $27,500.
13F-HR 0001710537-25-000003 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 528 sharesChange vs previous 13F +515 shares
<0.01% of the 13F portfolio, value $20,936.
13F-HR 0001710537-25-000001 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 13 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $824.
13F-HR 0001710537-24-000010 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).