Skip to content
Disclosery

EverSource Wealth Advisors, LLC: ESE position timeline

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

EverSource Wealth Advisors, LLC held 223 ESE 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 223 shares
    Change vs previous 13F -162 shares

    <0.01% of the 13F portfolio, value $78,058.

    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 385 shares
    Change vs previous 13F +19 shares

    <0.01% of the 13F portfolio, value $108,327.

    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 366 shares
    Change vs previous 13F +62 shares

    <0.01% of the 13F portfolio, value $71,513.

    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 304 shares
    Change vs previous 13F -67 shares

    <0.01% of the 13F portfolio, value $64,177.

    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 371 shares
    Change vs previous 13F +38 shares

    <0.01% of the 13F portfolio, value $71,183.

    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 333 shares
    Change vs previous 13F +34 shares

    <0.01% of the 13F portfolio, value $52,986.

    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 299 shares
    Change vs previous 13F +7 shares

    <0.01% of the 13F portfolio, value $39,829.

    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 292 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $37,663.

    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).