EverSource Wealth Advisors, LLC: DIHP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EverSource Wealth Advisors, LLC on DIHP, newest first. How the timeline and the estimate are built.
EverSource Wealth Advisors, LLC held 42,021 DIHP shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 42,021 sharesChange vs previous 13F -14,901 shares
0.05% of the 13F portfolio, value $1,433,958.
13F-HR 0001710537-26-000007 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F/A 56,922 sharesChange vs previous 13F -6,975 shares
0.06% of the 13F portfolio, value $1,834,026.
13F-HR/A 0001710537-26-000006 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 63,897 sharesChange vs previous 13F -114,465 shares
0.07% of the 13F portfolio, value $2,023,310.
13F-HR 0001710537-26-000001 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 178,362 sharesChange vs previous 13F +16,637 shares
0.21% of the 13F portfolio, value $5,421,312.
13F-HR 0001710537-25-000009 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 161,725 sharesChange vs previous 13F +58,100 shares
0.22% of the 13F portfolio, value $4,769,262.
13F-HR 0001710537-25-000006 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 103,625 sharesChange vs previous 13F +9,707 shares
0.15% of the 13F portfolio, value $2,791,655.
13F-HR 0001710537-25-000003 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 93,918 sharesChange vs previous 13F +20,252 shares
0.13% of the 13F portfolio, value $2,369,545.
13F-HR 0001710537-25-000001 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 73,666 sharesChange vs previous 13F not available
0.13% of the 13F portfolio, value $2,040,542.
13F-HR 0001710537-24-000010 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).