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EverSource Wealth Advisors, LLC: DIVO position timeline

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

EverSource Wealth Advisors, LLC held 144,310 DIVO 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 144,310 shares
    Change vs previous 13F -9,310 shares

    0.22% of the 13F portfolio, value $6,594,960.

    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 153,620 shares
    Change vs previous 13F +78,856 shares

    0.21% of the 13F portfolio, value $6,889,875.

    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 74,764 shares
    Change vs previous 13F -23,386 shares

    0.12% of the 13F portfolio, value $3,326,982.

    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 98,150 shares
    Change vs previous 13F +5,659 shares

    0.17% of the 13F portfolio, value $4,374,560.

    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 92,491 shares
    Change vs previous 13F +6,597 shares

    0.18% of the 13F portfolio, value $3,935,495.

    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 85,894 shares
    Change vs previous 13F +50,132 shares

    0.19% of the 13F portfolio, value $3,501,886.

    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 35,762 shares
    Change vs previous 13F +8,512 shares

    0.08% of the 13F portfolio, value $1,447,631.

    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 27,250 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,122,408.

    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).