EverSource Wealth Advisors, LLC: HAL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EverSource Wealth Advisors, LLC on HAL, newest first. How the timeline and the estimate are built.
EverSource Wealth Advisors, LLC held 51,400 HAL shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 51,400 sharesChange vs previous 13F -6,389 shares
0.06% of the 13F portfolio, value $1,745,036.
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 57,789 sharesChange vs previous 13F +10,593 shares
0.07% of the 13F portfolio, value $2,253,204.
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 47,196 sharesChange vs previous 13F -1,174 shares
0.05% of the 13F portfolio, value $1,333,763.
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 48,370 sharesChange vs previous 13F -2,319 shares
0.05% of the 13F portfolio, value $1,189,906.
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 50,689 sharesChange vs previous 13F +12,850 shares
0.05% of the 13F portfolio, value $1,033,032.
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 37,839 sharesChange vs previous 13F +1,227 shares
0.05% of the 13F portfolio, value $959,983.
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 36,612 sharesChange vs previous 13F +573 shares
0.06% of the 13F portfolio, value $995,465.
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 36,039 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $1,046,946.
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).