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EverSource Wealth Advisors, LLC: DFIC position timeline

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

EverSource Wealth Advisors, LLC held 524,928 DFIC 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 524,928 shares
    Change vs previous 13F -1,593 shares

    0.66% of the 13F portfolio, value $19,558,832.

    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 526,521 shares
    Change vs previous 13F +47,951 shares

    0.57% of the 13F portfolio, value $18,707,286.

    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 478,570 shares
    Change vs previous 13F +43,180 shares

    0.61% of the 13F portfolio, value $16,491,522.

    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 435,390 shares
    Change vs previous 13F +45,727 shares

    0.57% of the 13F portfolio, value $14,276,441.

    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 389,663 shares
    Change vs previous 13F +43,707 shares

    0.55% of the 13F portfolio, value $12,114,637.

    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 345,956 shares
    Change vs previous 13F +161,600 shares

    0.53% of the 13F portfolio, value $9,607,202.

    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 184,356 shares
    Change vs previous 13F +47,280 shares

    0.27% of the 13F portfolio, value $4,764,677.

    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 137,076 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $3,857,323.

    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).