Skip to content
Disclosery

EverSource Wealth Advisors, LLC: EIX position timeline

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

EverSource Wealth Advisors, LLC held 20,087 EIX 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 20,087 shares
    Change vs previous 13F -1,674 shares

    0.05% of the 13F portfolio, value $1,495,477.

    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 21,761 shares
    Change vs previous 13F +2,259 shares

    0.05% of the 13F portfolio, value $1,592,484.

    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 19,502 shares
    Change vs previous 13F +9,027 shares

    0.04% of the 13F portfolio, value $1,170,483.

    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 10,475 shares
    Change vs previous 13F +3,147 shares

    0.02% of the 13F portfolio, value $579,060.

    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 7,328 shares
    Change vs previous 13F +4,868 shares

    0.02% of the 13F portfolio, value $378,103.

    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 2,460 shares
    Change vs previous 13F +1,494 shares

    0.01% of the 13F portfolio, value $144,894.

    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 966 shares
    Change vs previous 13F +123 shares

    <0.01% of the 13F portfolio, value $77,112.

    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 843 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $73,413.

    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).