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EverSource Wealth Advisors, LLC: IIIV position timeline

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

EverSource Wealth Advisors, LLC held 203 IIIV 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 203 shares
    Change vs previous 13F -47,423 shares

    <0.01% of the 13F portfolio, value $4,336.

    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 47,626 shares
    Change vs previous 13F +13,095 shares

    0.03% of the 13F portfolio, value $1,064,917.

    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 34,531 shares
    Change vs previous 13F +17,454 shares

    0.03% of the 13F portfolio, value $869,836.

    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 17,077 shares
    Change vs previous 13F +16,536 shares

    0.02% of the 13F portfolio, value $554,320.

    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 541 shares
    Change vs previous 13F -4,550 shares

    <0.01% of the 13F portfolio, value $14,867.

    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 5,091 shares
    Change vs previous 13F -179,020 shares

    0.01% of the 13F portfolio, value $125,595.

    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 184,111 shares
    Change vs previous 13F -9,565 shares

    0.24% of the 13F portfolio, value $4,241,917.

    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 193,676 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $4,127,236.

    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).