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EverSource Wealth Advisors, LLC: FLEE position timeline

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

EverSource Wealth Advisors, LLC held 21,236 FLEE 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 21,236 shares
    Change vs previous 13F -36,912 shares

    0.03% of the 13F portfolio, value $825,018.

    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 58,148 shares
    Change vs previous 13F +24,309 shares

    0.06% of the 13F portfolio, value $2,114,262.

    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 33,839 shares
    Change vs previous 13F -16,218 shares

    0.05% of the 13F portfolio, value $1,236,477.

    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 50,057 shares
    Change vs previous 13F -4,607 shares

    0.07% of the 13F portfolio, value $1,736,978.

    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 54,664 shares
    Change vs previous 13F +4,395 shares

    0.08% of the 13F portfolio, value $1,830,697.

    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 50,269 shares
    Change vs previous 13F +4,211 shares

    0.09% of the 13F portfolio, value $1,554,317.

    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 46,058 shares
    Change vs previous 13F +23,110 shares

    0.07% of the 13F portfolio, value $1,276,727.

    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 22,948 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $711,273.

    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).