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EverSource Wealth Advisors, LLC: ESIM position timeline

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

EverSource Wealth Advisors, LLC held 25,185 ESIM 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 25,185 shares
    Change vs previous 13F -10,169 shares

    0.03% of the 13F portfolio, value $749,962.

    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 35,354 shares
    Change vs previous 13F +15,331 shares

    0.03% of the 13F portfolio, value $891,806.

    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 20,023 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $508,373.

    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).