Skip to content
Disclosery

EverSource Wealth Advisors, LLC: DAR position timeline

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

EverSource Wealth Advisors, LLC held 2,892 DAR 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 2,892 shares
    Change vs previous 13F -1,255 shares

    0.01% of the 13F portfolio, value $157,961.

    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 4,147 shares
    Change vs previous 13F +2,816 shares

    0.01% of the 13F portfolio, value $256,493.

    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 1,331 shares
    Change vs previous 13F +416 shares

    <0.01% of the 13F portfolio, value $47,916.

    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 915 shares
    Change vs previous 13F -101 shares

    <0.01% of the 13F portfolio, value $28,246.

    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 1,016 shares
    Change vs previous 13F +886 shares

    <0.01% of the 13F portfolio, value $38,547.

    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 130 shares
    Change vs previous 13F +129 shares

    <0.01% of the 13F portfolio, value $4,061.

    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 1 shares
    Change vs previous 13F -148 shares

    <0.01% of the 13F portfolio, value $34.

    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 149 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,537.

    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).