EverSource Wealth Advisors, LLC: ALV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EverSource Wealth Advisors, LLC on ALV, newest first. How the timeline and the estimate are built.
EverSource Wealth Advisors, LLC held 880 ALV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 880 sharesChange vs previous 13F -713 shares
<0.01% of the 13F portfolio, value $102,255.
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 1,593 sharesChange vs previous 13F +596 shares
0.01% of the 13F portfolio, value $167,539.
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 997 sharesChange vs previous 13F +194 shares
<0.01% of the 13F portfolio, value $118,358.
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 803 sharesChange vs previous 13F +73 shares
<0.01% of the 13F portfolio, value $99,181.
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 730 sharesChange vs previous 13F +623 shares
<0.01% of the 13F portfolio, value $81,692.
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 107 sharesChange vs previous 13F +87 shares
<0.01% of the 13F portfolio, value $9,480.
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 20 sharesChange vs previous 13F -64 shares
<0.01% of the 13F portfolio, value $1,877.
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 84 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $7,857.
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).