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EverSource Wealth Advisors, LLC: CRSP position timeline

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

EverSource Wealth Advisors, LLC held 110,689 CRSP 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 110,689 shares
    Change vs previous 13F +21,006 shares

    0.2% of the 13F portfolio, value $6,036,977.

    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 89,683 shares
    Change vs previous 13F +32,218 shares

    0.13% of the 13F portfolio, value $4,266,221.

    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 57,465 shares
    Change vs previous 13F -39,969 shares

    0.11% of the 13F portfolio, value $3,013,465.

    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 97,434 shares
    Change vs previous 13F +4,491 shares

    0.25% of the 13F portfolio, value $6,314,697.

    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 92,943 shares
    Change vs previous 13F +8,063 shares

    0.2% of the 13F portfolio, value $4,520,748.

    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 84,880 shares
    Change vs previous 13F +84,708 shares

    0.16% of the 13F portfolio, value $2,888,467.

    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 172 shares
    Change vs previous 13F -1,308 shares

    <0.01% of the 13F portfolio, value $6,769.

    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 1,480 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $69,531.

    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).