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EverSource Wealth Advisors, LLC: EMB position timeline

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

EverSource Wealth Advisors, LLC held 2,840 EMB 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 2,840 shares
    Change vs previous 13F -105 shares

    0.01% of the 13F portfolio, value $273,895.

    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 2,945 shares
    Change vs previous 13F -739 shares

    0.01% of the 13F portfolio, value $276,625.

    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 3,684 shares
    Change vs previous 13F -660 shares

    0.01% of the 13F portfolio, value $354,660.

    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 4,344 shares
    Change vs previous 13F -1,520 shares

    0.02% of the 13F portfolio, value $413,557.

    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 5,864 shares
    Change vs previous 13F -815 shares

    0.02% of the 13F portfolio, value $543,152.

    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 6,679 shares
    Change vs previous 13F -13,090 shares

    0.03% of the 13F portfolio, value $605,051.

    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 19,769 shares
    Change vs previous 13F +17,454 shares

    0.1% of the 13F portfolio, value $1,760,262.

    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 2,315 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $216,641.

    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).