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EverSource Wealth Advisors, LLC: ARKK position timeline

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

EverSource Wealth Advisors, LLC held 23,422 ARKK 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 23,422 shares
    Change vs previous 13F +3,610 shares

    0.06% of the 13F portfolio, value $1,892,998.

    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 19,812 shares
    Change vs previous 13F +1,598 shares

    0.04% of the 13F portfolio, value $1,339,093.

    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 18,214 shares
    Change vs previous 13F +3,035 shares

    0.05% of the 13F portfolio, value $1,401,021.

    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 15,179 shares
    Change vs previous 13F +1,184 shares

    0.05% of the 13F portfolio, value $1,309,948.

    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 13,995 shares
    Change vs previous 13F -149 shares

    0.04% of the 13F portfolio, value $983,709.

    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 14,144 shares
    Change vs previous 13F +5,999 shares

    0.04% of the 13F portfolio, value $672,972.

    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 8,145 shares
    Change vs previous 13F +7,105 shares

    0.03% of the 13F portfolio, value $462,392.

    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 1,040 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $49,431.

    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).