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EverSource Wealth Advisors, LLC: DCOR position timeline

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

EverSource Wealth Advisors, LLC held 153,132 DCOR 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 153,132 shares
    Change vs previous 13F -16,139 shares

    0.42% of the 13F portfolio, value $12,553,787.

    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 169,271 shares
    Change vs previous 13F +841 shares

    0.37% of the 13F portfolio, value $12,201,043.

    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 168,430 shares
    Change vs previous 13F +8,145 shares

    0.46% of the 13F portfolio, value $12,401,488.

    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 160,285 shares
    Change vs previous 13F +28,144 shares

    0.46% of the 13F portfolio, value $11,530,931.

    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 132,141 shares
    Change vs previous 13F -7,484 shares

    0.4% of the 13F portfolio, value $8,833,657.

    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 139,625 shares
    Change vs previous 13F +16,172 shares

    0.47% of the 13F portfolio, value $8,563,200.

    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 123,453 shares
    Change vs previous 13F +15,543 shares

    0.45% of the 13F portfolio, value $7,920,722.

    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 107,910 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $6,835,022.

    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).