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EverSource Wealth Advisors, LLC: ELCV position timeline

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

EverSource Wealth Advisors, LLC held 46,463 ELCV 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 46,463 shares
    Change vs previous 13F -14,530 shares

    0.05% of the 13F portfolio, value $1,527,246.

    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 60,993 shares
    Change vs previous 13F +24,443 shares

    0.05% of the 13F portfolio, value $1,768,801.

    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 36,550 shares
    Change vs previous 13F +483 shares

    0.04% of the 13F portfolio, value $970,043.

    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 36,067 shares
    Change vs previous 13F +3,269 shares

    0.04% of the 13F portfolio, value $964,532.

    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 32,798 shares
    Change vs previous 13F +408 shares

    0.04% of the 13F portfolio, value $833,178.

    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 32,390 shares
    Change vs previous 13F +31,553 shares

    0.04% of the 13F portfolio, value $806,182.

    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 837 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $20,696.

    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).