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EverSource Wealth Advisors, LLC: DHI position timeline

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

EverSource Wealth Advisors, LLC held 30,485 DHI 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 30,485 shares
    Change vs previous 13F -12,811 shares

    0.17% of the 13F portfolio, value $4,965,360.

    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 43,296 shares
    Change vs previous 13F -971 shares

    0.18% of the 13F portfolio, value $5,941,027.

    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 44,267 shares
    Change vs previous 13F +800 shares

    0.24% of the 13F portfolio, value $6,375,727.

    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 43,467 shares
    Change vs previous 13F +837 shares

    0.29% of the 13F portfolio, value $7,366,399.

    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 42,630 shares
    Change vs previous 13F +2,049 shares

    0.25% of the 13F portfolio, value $5,495,904.

    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 40,581 shares
    Change vs previous 13F +1,650 shares

    0.28% of the 13F portfolio, value $5,159,109.

    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 38,931 shares
    Change vs previous 13F +309 shares

    0.31% of the 13F portfolio, value $5,443,382.

    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 38,622 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $7,367,899.

    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).