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EverSource Wealth Advisors, LLC: IDV position timeline

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

EverSource Wealth Advisors, LLC held 35,212 IDV 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 35,212 shares
    Change vs previous 13F -339 shares

    0.05% of the 13F portfolio, value $1,458,827.

    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 35,551 shares
    Change vs previous 13F -1 shares

    0.05% of the 13F portfolio, value $1,513,044.

    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 35,552 shares
    Change vs previous 13F -10,795 shares

    0.05% of the 13F portfolio, value $1,402,519.

    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 46,347 shares
    Change vs previous 13F +793 shares

    0.07% of the 13F portfolio, value $1,693,975.

    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 45,554 shares
    Change vs previous 13F +3,748 shares

    0.07% of the 13F portfolio, value $1,572,051.

    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 41,806 shares
    Change vs previous 13F -17,860 shares

    0.07% of the 13F portfolio, value $1,296,834.

    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 59,666 shares
    Change vs previous 13F -57,776 shares

    0.09% of the 13F portfolio, value $1,633,660.

    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 117,442 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $3,550,284.

    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).