Skip to content
Disclosery

EverSource Wealth Advisors, LLC: AVGO position timeline

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

EverSource Wealth Advisors, LLC held 87,009 AVGO 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 87,009 shares
    Change vs previous 13F -15,970 shares

    1.11% of the 13F portfolio, value $32,867,659.

    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 102,979 shares
    Change vs previous 13F +9,882 shares

    0.97% of the 13F portfolio, value $31,873,583.

    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 93,097 shares
    Change vs previous 13F -124 shares

    1.19% of the 13F portfolio, value $32,220,958.

    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 93,221 shares
    Change vs previous 13F -1,124 shares

    1.22% of the 13F portfolio, value $30,754,576.

    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 94,345 shares
    Change vs previous 13F +7,143 shares

    1.18% of the 13F portfolio, value $26,006,072.

    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 87,202 shares
    Change vs previous 13F +2,886 shares

    0.8% of the 13F portfolio, value $14,600,123.

    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 84,316 shares
    Change vs previous 13F +3,857 shares

    1.1% of the 13F portfolio, value $19,547,648.

    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 80,459 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $13,879,167.

    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).