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EverSource Wealth Advisors, LLC: FLAU position timeline

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

EverSource Wealth Advisors, LLC held 4,712 FLAU 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 4,712 shares
    Change vs previous 13F -12,635 shares

    0.01% of the 13F portfolio, value $158,595.

    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 17,347 shares
    Change vs previous 13F +7,406 shares

    0.02% of the 13F portfolio, value $570,939.

    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 9,941 shares
    Change vs previous 13F -1,359 shares

    0.01% of the 13F portfolio, value $312,522.

    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 11,300 shares
    Change vs previous 13F -4,668 shares

    0.01% of the 13F portfolio, value $363,382.

    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 15,968 shares
    Change vs previous 13F +3,817 shares

    0.02% of the 13F portfolio, value $495,137.

    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 12,151 shares
    Change vs previous 13F -956 shares

    0.02% of the 13F portfolio, value $335,784.

    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 13,107 shares
    Change vs previous 13F +4,899 shares

    0.02% of the 13F portfolio, value $367,275.

    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 8,208 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $263,640.

    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).