Skip to content
Disclosery

EverSource Wealth Advisors, LLC: AVEM position timeline

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

EverSource Wealth Advisors, LLC held 49,052 AVEM 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 49,052 shares
    Change vs previous 13F -12,099 shares

    0.16% of the 13F portfolio, value $4,732,985.

    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 61,151 shares
    Change vs previous 13F +19,222 shares

    0.15% of the 13F portfolio, value $4,927,517.

    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 41,929 shares
    Change vs previous 13F +31,603 shares

    0.12% of the 13F portfolio, value $3,229,350.

    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 10,326 shares
    Change vs previous 13F +1,394 shares

    0.03% of the 13F portfolio, value $775,565.

    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 8,932 shares
    Change vs previous 13F -221 shares

    0.03% of the 13F portfolio, value $612,180.

    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 9,153 shares
    Change vs previous 13F +2,286 shares

    0.03% of the 13F portfolio, value $550,761.

    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 6,867 shares
    Change vs previous 13F +958 shares

    0.02% of the 13F portfolio, value $403,735.

    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 5,909 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $381,729.

    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).