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EverSource Wealth Advisors, LLC: DE position timeline

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

EverSource Wealth Advisors, LLC held 8,107 DE 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 8,107 shares
    Change vs previous 13F -775 shares

    0.17% of the 13F portfolio, value $5,142,229.

    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 8,882 shares
    Change vs previous 13F +784 shares

    0.15% of the 13F portfolio, value $5,003,282.

    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 8,098 shares
    Change vs previous 13F -289 shares

    0.14% of the 13F portfolio, value $3,770,305.

    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 8,387 shares
    Change vs previous 13F -92 shares

    0.15% of the 13F portfolio, value $3,834,974.

    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 8,479 shares
    Change vs previous 13F +169 shares

    0.19% of the 13F portfolio, value $4,311,515.

    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 8,310 shares
    Change vs previous 13F +528 shares

    0.21% of the 13F portfolio, value $3,900,487.

    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 7,782 shares
    Change vs previous 13F +131 shares

    0.19% of the 13F portfolio, value $3,297,480.

    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 7,651 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $3,192,889.

    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).