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EverSource Wealth Advisors, LLC: FLOT position timeline

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

EverSource Wealth Advisors, LLC held 72,912 FLOT 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 72,912 shares
    Change vs previous 13F +2,935 shares

    0.13% of the 13F portfolio, value $3,722,134.

    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 69,977 shares
    Change vs previous 13F -39,738 shares

    0.11% of the 13F portfolio, value $3,565,309.

    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 109,715 shares
    Change vs previous 13F +2,822 shares

    0.21% of the 13F portfolio, value $5,580,093.

    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 106,893 shares
    Change vs previous 13F +1,572 shares

    0.22% of the 13F portfolio, value $5,460,634.

    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 105,321 shares
    Change vs previous 13F +6,840 shares

    0.24% of the 13F portfolio, value $5,373,453.

    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 98,481 shares
    Change vs previous 13F +14,662 shares

    0.28% of the 13F portfolio, value $5,027,469.

    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 83,819 shares
    Change vs previous 13F +8,208 shares

    0.24% of the 13F portfolio, value $4,264,713.

    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 75,611 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $3,859,203.

    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).