EverSource Wealth Advisors, LLC: ENB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EverSource Wealth Advisors, LLC on ENB, newest first. How the timeline and the estimate are built.
EverSource Wealth Advisors, LLC held 12,267 ENB shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 12,267 sharesChange vs previous 13F -4,105 shares
0.02% of the 13F portfolio, value $665,015.
13F-HR 0001710537-26-000007 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F/A 16,372 sharesChange vs previous 13F +2,536 shares
0.03% of the 13F portfolio, value $886,384.
13F-HR/A 0001710537-26-000006 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 13,836 sharesChange vs previous 13F +564 shares
0.02% of the 13F portfolio, value $661,803.
13F-HR 0001710537-26-000001 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 13,272 sharesChange vs previous 13F +611 shares
0.03% of the 13F portfolio, value $669,708.
13F-HR 0001710537-25-000009 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 12,661 sharesChange vs previous 13F +1,851 shares
0.03% of the 13F portfolio, value $573,820.
13F-HR 0001710537-25-000006 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 10,810 sharesChange vs previous 13F +628 shares
0.03% of the 13F portfolio, value $478,988.
13F-HR 0001710537-25-000003 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 10,182 sharesChange vs previous 13F +72 shares
0.02% of the 13F portfolio, value $432,003.
13F-HR 0001710537-25-000001 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 10,110 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $410,554.
13F-HR 0001710537-24-000010 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).