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EverSource Wealth Advisors, LLC: EMXC position timeline

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

EverSource Wealth Advisors, LLC held 43,515 EMXC 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 43,515 shares
    Change vs previous 13F +11,579 shares

    0.15% of the 13F portfolio, value $4,451,560.

    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 31,936 shares
    Change vs previous 13F +3,390 shares

    0.08% of the 13F portfolio, value $2,512,054.

    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 28,546 shares
    Change vs previous 13F +611 shares

    0.08% of the 13F portfolio, value $2,074,696.

    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 27,935 shares
    Change vs previous 13F -2,915 shares

    0.07% of the 13F portfolio, value $1,885,895.

    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 30,850 shares
    Change vs previous 13F -3,933 shares

    0.09% of the 13F portfolio, value $1,947,872.

    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 34,783 shares
    Change vs previous 13F +5,316 shares

    0.11% of the 13F portfolio, value $1,916,186.

    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 29,467 shares
    Change vs previous 13F +441 shares

    0.09% of the 13F portfolio, value $1,633,938.

    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 29,026 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,773,761.

    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).