EverSource Wealth Advisors, LLC: FLIN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EverSource Wealth Advisors, LLC on FLIN, newest first. How the timeline and the estimate are built.
EverSource Wealth Advisors, LLC held 5,756 FLIN shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 5,756 sharesChange vs previous 13F -2,283 shares
0.01% of the 13F portfolio, value $204,741.
13F-HR 0001710537-26-000007 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F/A 8,039 sharesChange vs previous 13F +631 shares
0.01% of the 13F portfolio, value $267,055.
13F-HR/A 0001710537-26-000006 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 7,408 sharesChange vs previous 13F +775 shares
0.01% of the 13F portfolio, value $285,886.
13F-HR 0001710537-26-000001 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,633 sharesChange vs previous 13F -256 shares
0.01% of the 13F portfolio, value $247,344.
13F-HR 0001710537-25-000009 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,889 sharesChange vs previous 13F +5,814 shares
0.01% of the 13F portfolio, value $274,389.
13F-HR 0001710537-25-000006 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,075 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $39,603.
13F-HR 0001710537-25-000003 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).