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EverSource Wealth Advisors, LLC: AVDV position timeline

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

EverSource Wealth Advisors, LLC held 59,639 AVDV 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 59,639 shares
    Change vs previous 13F +4,251 shares

    0.21% of the 13F portfolio, value $6,145,786.

    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 55,388 shares
    Change vs previous 13F +3,960 shares

    0.17% of the 13F portfolio, value $5,531,054.

    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 51,428 shares
    Change vs previous 13F -4 shares

    0.18% of the 13F portfolio, value $4,832,649.

    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 51,432 shares
    Change vs previous 13F +1,134 shares

    0.18% of the 13F portfolio, value $4,579,026.

    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 50,298 shares
    Change vs previous 13F +4,297 shares

    0.18% of the 13F portfolio, value $3,987,657.

    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 46,001 shares
    Change vs previous 13F +1,593 shares

    0.18% of the 13F portfolio, value $3,208,132.

    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 44,408 shares
    Change vs previous 13F +2,538 shares

    0.16% of the 13F portfolio, value $2,890,093.

    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 41,870 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,958,962.

    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).