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EverSource Wealth Advisors, LLC: DFUS position timeline

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

EverSource Wealth Advisors, LLC held 93,263 DFUS 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 93,263 shares
    Change vs previous 13F +130 shares

    0.26% of the 13F portfolio, value $7,641,985.

    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 93,133 shares
    Change vs previous 13F +3,730 shares

    0.2% of the 13F portfolio, value $6,604,052.

    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 89,403 shares
    Change vs previous 13F -1,188 shares

    0.24% of the 13F portfolio, value $6,631,006.

    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 90,591 shares
    Change vs previous 13F -416 shares

    0.26% of the 13F portfolio, value $6,562,393.

    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 91,007 shares
    Change vs previous 13F -2,017 shares

    0.28% of the 13F portfolio, value $6,099,266.

    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 93,024 shares
    Change vs previous 13F -1,049 shares

    0.31% of the 13F portfolio, value $5,626,066.

    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 94,073 shares
    Change vs previous 13F +5,377 shares

    0.34% of the 13F portfolio, value $5,997,123.

    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 88,696 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $5,516,861.

    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).