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EverSource Wealth Advisors, LLC: DFCF position timeline

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

EverSource Wealth Advisors, LLC held 60,130 DFCF 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 60,130 shares
    Change vs previous 13F -43,686 shares

    0.09% of the 13F portfolio, value $2,538,092.

    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 103,816 shares
    Change vs previous 13F -23,971 shares

    0.13% of the 13F portfolio, value $4,383,120.

    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 127,787 shares
    Change vs previous 13F -15,353 shares

    0.2% of the 13F portfolio, value $5,438,605.

    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 143,140 shares
    Change vs previous 13F +24,365 shares

    0.24% of the 13F portfolio, value $6,120,647.

    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 118,775 shares
    Change vs previous 13F +76,204 shares

    0.23% of the 13F portfolio, value $5,019,424.

    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 42,571 shares
    Change vs previous 13F +6,042 shares

    0.1% of the 13F portfolio, value $1,790,534.

    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 36,529 shares
    Change vs previous 13F +2,426 shares

    0.08% of the 13F portfolio, value $1,507,549.

    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 34,103 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,472,903.

    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).