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EverSource Wealth Advisors, LLC: ESUM position timeline

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

EverSource Wealth Advisors, LLC held 75,057 ESUM 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 75,057 shares
    Change vs previous 13F -10,371 shares

    0.08% of the 13F portfolio, value $2,299,362.

    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 85,428 shares
    Change vs previous 13F +37,127 shares

    0.07% of the 13F portfolio, value $2,236,499.

    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 48,301 shares
    Change vs previous 13F +64 shares

    0.05% of the 13F portfolio, value $1,300,748.

    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 48,237 shares
    Change vs previous 13F +4,982 shares

    0.05% of the 13F portfolio, value $1,311,070.

    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 43,255 shares
    Change vs previous 13F +1,443 shares

    0.05% of the 13F portfolio, value $1,124,242.

    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 41,812 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $987,165.

    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).