EverSource Wealth Advisors, LLC: ALK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EverSource Wealth Advisors, LLC on ALK, newest first. How the timeline and the estimate are built.
EverSource Wealth Advisors, LLC held 755 ALK shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 755 sharesChange vs previous 13F -204 shares
<0.01% of the 13F portfolio, value $39,411.
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 959 sharesChange vs previous 13F +69 shares
<0.01% of the 13F portfolio, value $35,272.
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 890 sharesChange vs previous 13F -1,944 shares
<0.01% of the 13F portfolio, value $44,767.
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 2,834 sharesChange vs previous 13F +558 shares
0.01% of the 13F portfolio, value $141,077.
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 2,276 sharesChange vs previous 13F +1,504 shares
0.01% of the 13F portfolio, value $112,617.
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 772 sharesChange vs previous 13F -183 shares
<0.01% of the 13F portfolio, value $37,998.
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 955 sharesChange vs previous 13F +364 shares
<0.01% of the 13F portfolio, value $61,838.
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 591 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $26,719.
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).