EverSource Wealth Advisors, LLC: HOFT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EverSource Wealth Advisors, LLC on HOFT, newest first. How the timeline and the estimate are built.
EverSource Wealth Advisors, LLC held 228 HOFT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 228 sharesChange vs previous 13F -13 shares
<0.01% of the 13F portfolio, value $4,066.
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 241 sharesChange vs previous 13F -7 shares
<0.01% of the 13F portfolio, value $3,104.
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 248 sharesChange vs previous 13F -50 shares
<0.01% of the 13F portfolio, value $2,800.
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 298 sharesChange vs previous 13F -189 shares
<0.01% of the 13F portfolio, value $3,024.
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 487 sharesChange vs previous 13F +406 shares
<0.01% of the 13F portfolio, value $5,153.
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 81 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $814.
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).