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EverSource Wealth Advisors, LLC: AVDE position timeline

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

EverSource Wealth Advisors, LLC held 231,308 AVDE 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 231,308 shares
    Change vs previous 13F -46,068 shares

    0.7% of the 13F portfolio, value $20,632,673.

    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 277,376 shares
    Change vs previous 13F +91,250 shares

    0.72% of the 13F portfolio, value $23,532,588.

    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 186,126 shares
    Change vs previous 13F +30,539 shares

    0.56% of the 13F portfolio, value $15,321,882.

    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 155,587 shares
    Change vs previous 13F +76,785 shares

    0.49% of the 13F portfolio, value $12,275,779.

    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 78,802 shares
    Change vs previous 13F +6,857 shares

    0.26% of the 13F portfolio, value $5,832,103.

    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 71,945 shares
    Change vs previous 13F +6,399 shares

    0.26% of the 13F portfolio, value $4,767,815.

    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 65,546 shares
    Change vs previous 13F +17,975 shares

    0.23% of the 13F portfolio, value $4,022,576.

    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 47,571 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $3,188,684.

    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).