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EverSource Wealth Advisors, LLC: EWO position timeline

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

EverSource Wealth Advisors, LLC held 30,799 EWO 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 30,799 shares
    Change vs previous 13F +29,728 shares

    0.04% of the 13F portfolio, value $1,303,564.

    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 1,071 shares
    Change vs previous 13F +867 shares

    <0.01% of the 13F portfolio, value $37,967.

    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 204 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $7,236.

    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 204 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $6,322.

    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 204 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $5,998.

    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 204 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,124.

    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).