Skip to content
Disclosery

EverSource Wealth Advisors, LLC: ALGN position timeline

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

EverSource Wealth Advisors, LLC held 1,519 ALGN 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 1,519 shares
    Change vs previous 13F -233 shares

    0.01% of the 13F portfolio, value $256,194.

    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 1,752 shares
    Change vs previous 13F -119 shares

    0.01% of the 13F portfolio, value $300,346.

    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 1,871 shares
    Change vs previous 13F +1,115 shares

    0.01% of the 13F portfolio, value $292,157.

    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 756 shares
    Change vs previous 13F +225 shares

    <0.01% of the 13F portfolio, value $94,666.

    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 531 shares
    Change vs previous 13F +190 shares

    <0.01% of the 13F portfolio, value $100,534.

    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 341 shares
    Change vs previous 13F -219 shares

    <0.01% of the 13F portfolio, value $54,171.

    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 560 shares
    Change vs previous 13F +335 shares

    0.01% of the 13F portfolio, value $116,766.

    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 225 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $57,222.

    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).