Skip to content
Disclosery

EverSource Wealth Advisors, LLC: DFEM position timeline

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

EverSource Wealth Advisors, LLC held 72,277 DFEM 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 72,277 shares
    Change vs previous 13F -21,987 shares

    0.1% of the 13F portfolio, value $2,937,319.

    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 94,264 shares
    Change vs previous 13F +4,714 shares

    0.1% of the 13F portfolio, value $3,256,820.

    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 89,550 shares
    Change vs previous 13F +9,979 shares

    0.11% of the 13F portfolio, value $2,962,302.

    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 79,571 shares
    Change vs previous 13F +8,653 shares

    0.1% of the 13F portfolio, value $2,551,837.

    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 70,918 shares
    Change vs previous 13F -8,213 shares

    0.1% of the 13F portfolio, value $2,104,838.

    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 79,131 shares
    Change vs previous 13F +8,191 shares

    0.12% of the 13F portfolio, value $2,093,810.

    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 70,940 shares
    Change vs previous 13F +9,131 shares

    0.1% of the 13F portfolio, value $1,857,922.

    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 61,809 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,739,925.

    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).