Skip to content
Disclosery

EverSource Wealth Advisors, LLC: AM position timeline

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

EverSource Wealth Advisors, LLC held 6,267 AM 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 6,267 shares
    Change vs previous 13F -4,155 shares

    <0.01% of the 13F portfolio, value $142,579.

    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 10,422 shares
    Change vs previous 13F +3,222 shares

    0.01% of the 13F portfolio, value $237,603.

    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 7,200 shares
    Change vs previous 13F -14 shares

    <0.01% of the 13F portfolio, value $128,088.

    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 7,214 shares
    Change vs previous 13F -342 shares

    0.01% of the 13F portfolio, value $140,244.

    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 7,556 shares
    Change vs previous 13F +1,323 shares

    0.01% of the 13F portfolio, value $143,178.

    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 6,233 shares
    Change vs previous 13F +1,473 shares

    0.01% of the 13F portfolio, value $112,191.

    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 4,760 shares
    Change vs previous 13F -27,195 shares

    <0.01% of the 13F portfolio, value $71,830.

    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 31,955 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $480,928.

    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).