EverSource Wealth Advisors, LLC: FUL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EverSource Wealth Advisors, LLC on FUL, newest first. How the timeline and the estimate are built.
EverSource Wealth Advisors, LLC held 623 FUL shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 623 sharesChange vs previous 13F -120 shares
<0.01% of the 13F portfolio, value $36,316.
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 743 sharesChange vs previous 13F -79 shares
<0.01% of the 13F portfolio, value $45,827.
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 822 sharesChange vs previous 13F -230 shares
<0.01% of the 13F portfolio, value $48,877.
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 1,052 sharesChange vs previous 13F -166 shares
<0.01% of the 13F portfolio, value $62,362.
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 1,218 sharesChange vs previous 13F +688 shares
<0.01% of the 13F portfolio, value $73,263.
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 530 sharesChange vs previous 13F +313 shares
<0.01% of the 13F portfolio, value $29,745.
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).
- period ended2024-12-3113F 217 sharesChange vs previous 13F -66 shares
<0.01% of the 13F portfolio, value $14,642.
13F-HR 0001710537-25-000001 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 ended2024-09-3013F 283 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $22,465.
13F-HR 0001710537-24-000010 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).