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EverSource Wealth Advisors, LLC: DUHP position timeline

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

EverSource Wealth Advisors, LLC held 95,547 DUHP 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 95,547 shares
    Change vs previous 13F -11,432 shares

    0.13% of the 13F portfolio, value $3,987,184.

    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 106,979 shares
    Change vs previous 13F -162,694 shares

    0.12% of the 13F portfolio, value $3,932,547.

    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 269,673 shares
    Change vs previous 13F +28,144 shares

    0.38% of the 13F portfolio, value $10,255,670.

    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 241,529 shares
    Change vs previous 13F +4,459 shares

    0.36% of the 13F portfolio, value $9,122,568.

    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 237,070 shares
    Change vs previous 13F +41,642 shares

    0.38% of the 13F portfolio, value $8,430,192.

    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 195,428 shares
    Change vs previous 13F +19,637 shares

    0.36% of the 13F portfolio, value $6,476,472.

    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 175,791 shares
    Change vs previous 13F +26,939 shares

    0.33% of the 13F portfolio, value $5,939,965.

    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 148,852 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $5,071,389.

    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).