EverSource Wealth Advisors, LLC: CROX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EverSource Wealth Advisors, LLC on CROX, newest first. How the timeline and the estimate are built.
EverSource Wealth Advisors, LLC held 108 CROX shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 108 sharesChange vs previous 13F -268 shares
<0.01% of the 13F portfolio, value $13,030.
13F-HR 0001710537-26-000007 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F/A 376 sharesChange vs previous 13F -776 shares
<0.01% of the 13F portfolio, value $31,214.
13F-HR/A 0001710537-26-000006 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,152 sharesChange vs previous 13F -746 shares
<0.01% of the 13F portfolio, value $98,519.
13F-HR 0001710537-26-000001 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,898 sharesChange vs previous 13F +1,036 shares
0.01% of the 13F portfolio, value $158,579.
13F-HR 0001710537-25-000009 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 862 sharesChange vs previous 13F +634 shares
<0.01% of the 13F portfolio, value $87,303.
13F-HR 0001710537-25-000006 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 228 sharesChange vs previous 13F +49 shares
<0.01% of the 13F portfolio, value $24,214.
13F-HR 0001710537-25-000003 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 179 sharesChange vs previous 13F -16 shares
<0.01% of the 13F portfolio, value $19,606.
13F-HR 0001710537-25-000001 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 195 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $28,238.
13F-HR 0001710537-24-000010 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).