EverSource Wealth Advisors, LLC: DVA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EverSource Wealth Advisors, LLC on DVA, newest first. How the timeline and the estimate are built.
EverSource Wealth Advisors, LLC held 736 DVA shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 736 sharesChange vs previous 13F +150 shares
0.01% of the 13F portfolio, value $163,744.
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 586 sharesChange vs previous 13F +314 shares
<0.01% of the 13F portfolio, value $90,063.
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 272 sharesChange vs previous 13F -284 shares
<0.01% of the 13F portfolio, value $30,902.
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 556 sharesChange vs previous 13F -837 shares
<0.01% of the 13F portfolio, value $73,876.
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 1,393 sharesChange vs previous 13F -537 shares
0.01% of the 13F portfolio, value $198,433.
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 1,930 sharesChange vs previous 13F +105 shares
0.02% of the 13F portfolio, value $295,232.
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 1,825 sharesChange vs previous 13F +4 shares
0.02% of the 13F portfolio, value $272,929.
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 1,821 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $298,516.
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).