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EverSource Wealth Advisors, LLC: DBMF position timeline

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

EverSource Wealth Advisors, LLC held 3,274 DBMF 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 3,274 shares
    Change vs previous 13F -114 shares

    <0.01% of the 13F portfolio, value $100,212.

    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 3,388 shares
    Change vs previous 13F -1,043 shares

    <0.01% of the 13F portfolio, value $102,146.

    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 4,431 shares
    Change vs previous 13F -4,546 shares

    <0.01% of the 13F portfolio, value $124,339.

    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 8,977 shares
    Change vs previous 13F +2,047 shares

    0.01% of the 13F portfolio, value $245,167.

    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 6,930 shares
    Change vs previous 13F -540 shares

    0.01% of the 13F portfolio, value $178,318.

    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 7,470 shares
    Change vs previous 13F -382 shares

    0.01% of the 13F portfolio, value $188,702.

    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 7,852 shares
    Change vs previous 13F -26 shares

    0.01% of the 13F portfolio, value $205,418.

    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 7,878 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $221,596.

    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).