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EverSource Wealth Advisors, LLC: EFA position timeline

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

EverSource Wealth Advisors, LLC held 154,929 EFA 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 154,929 shares
    Change vs previous 13F +9,508 shares

    0.54% of the 13F portfolio, value $16,093,984.

    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 145,421 shares
    Change vs previous 13F -7,956 shares

    0.43% of the 13F portfolio, value $14,124,759.

    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 153,377 shares
    Change vs previous 13F +2,714 shares

    0.54% of the 13F portfolio, value $14,728,799.

    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 150,663 shares
    Change vs previous 13F +9,856 shares

    0.56% of the 13F portfolio, value $14,067,398.

    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 140,807 shares
    Change vs previous 13F +12,521 shares

    0.57% of the 13F portfolio, value $12,586,727.

    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 128,286 shares
    Change vs previous 13F +106,795 shares

    0.58% of the 13F portfolio, value $10,484,824.

    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 21,491 shares
    Change vs previous 13F -417 shares

    0.09% of the 13F portfolio, value $1,624,917.

    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 21,908 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,832,195.

    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).