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EverSource Wealth Advisors, LLC: FANG position timeline

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

EverSource Wealth Advisors, LLC held 69,039 FANG 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 69,039 shares
    Change vs previous 13F -1,215 shares

    0.41% of the 13F portfolio, value $12,136,347.

    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 70,254 shares
    Change vs previous 13F +2,277 shares

    0.42% of the 13F portfolio, value $13,895,690.

    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 67,977 shares
    Change vs previous 13F +6,992 shares

    0.38% of the 13F portfolio, value $10,219,125.

    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 60,985 shares
    Change vs previous 13F +15,716 shares

    0.35% of the 13F portfolio, value $8,727,400.

    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 45,269 shares
    Change vs previous 13F +17,790 shares

    0.28% of the 13F portfolio, value $6,220,232.

    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 27,479 shares
    Change vs previous 13F +5,994 shares

    0.24% of the 13F portfolio, value $4,393,204.

    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 21,485 shares
    Change vs previous 13F +5,754 shares

    0.2% of the 13F portfolio, value $3,519,940.

    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 15,731 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,712,061.

    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).