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EverSource Wealth Advisors, LLC: DFUV position timeline

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

EverSource Wealth Advisors, LLC held 119,826 DFUV 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 119,826 shares
    Change vs previous 13F -68,901 shares

    0.22% of the 13F portfolio, value $6,591,594.

    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 188,727 shares
    Change vs previous 13F +8,359 shares

    0.28% of the 13F portfolio, value $9,145,690.

    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 180,368 shares
    Change vs previous 13F +9,683 shares

    0.31% of the 13F portfolio, value $8,403,344.

    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 170,685 shares
    Change vs previous 13F -2,987 shares

    0.3% of the 13F portfolio, value $7,627,914.

    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 173,672 shares
    Change vs previous 13F +47,891 shares

    0.33% of the 13F portfolio, value $7,342,866.

    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 125,781 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $5,183,414.

    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 125,781 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $5,146,938.

    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 125,781 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $5,243,789.

    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).