EverSource Wealth Advisors, LLC: AKR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EverSource Wealth Advisors, LLC on AKR, newest first. How the timeline and the estimate are built.
EverSource Wealth Advisors, LLC held 128 AKR shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 128 sharesChange vs previous 13F -1,895 shares
<0.01% of the 13F portfolio, value $2,676.
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 2,023 sharesChange vs previous 13F -370 shares
<0.01% of the 13F portfolio, value $38,679.
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 2,393 sharesChange vs previous 13F -311 shares
<0.01% of the 13F portfolio, value $49,153.
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 2,704 sharesChange vs previous 13F -280 shares
<0.01% of the 13F portfolio, value $54,486.
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 2,984 sharesChange vs previous 13F +2,309 shares
<0.01% of the 13F portfolio, value $55,413.
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 675 sharesChange vs previous 13F +63 shares
<0.01% of the 13F portfolio, value $14,141.
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 612 sharesChange vs previous 13F +52 shares
<0.01% of the 13F portfolio, value $14,786.
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 560 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $13,149.
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).