EverSource Wealth Advisors, LLC: DRS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EverSource Wealth Advisors, LLC on DRS, newest first. How the timeline and the estimate are built.
EverSource Wealth Advisors, LLC held 2,342 DRS shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 2,342 sharesChange vs previous 13F +544 shares
<0.01% of the 13F portfolio, value $99,933.
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 1,798 sharesChange vs previous 13F +607 shares
<0.01% of the 13F portfolio, value $80,048.
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 1,191 sharesChange vs previous 13F -19 shares
<0.01% of the 13F portfolio, value $40,601.
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 1,210 sharesChange vs previous 13F +772 shares
<0.01% of the 13F portfolio, value $54,934.
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 438 sharesChange vs previous 13F +419 shares
<0.01% of the 13F portfolio, value $20,358.
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 19 sharesChange vs previous 13F -54 shares
<0.01% of the 13F portfolio, value $624.
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 73 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $2,358.
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).