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EverSource Wealth Advisors, LLC: FFIN position timeline

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

EverSource Wealth Advisors, LLC held 4,302 FFIN 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 4,302 shares
    Change vs previous 13F +1,138 shares

    0.01% of the 13F portfolio, value $148,864.

    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 3,164 shares
    Change vs previous 13F +1,031 shares

    <0.01% of the 13F portfolio, value $93,176.

    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 2,133 shares
    Change vs previous 13F -187 shares

    <0.01% of the 13F portfolio, value $63,712.

    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 2,320 shares
    Change vs previous 13F +392 shares

    <0.01% of the 13F portfolio, value $78,061.

    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 1,928 shares
    Change vs previous 13F +1,546 shares

    <0.01% of the 13F portfolio, value $69,358.

    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 382 shares
    Change vs previous 13F +124 shares

    <0.01% of the 13F portfolio, value $13,705.

    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 258 shares
    Change vs previous 13F +47 shares

    <0.01% of the 13F portfolio, value $9,317.

    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 211 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,822.

    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).