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EverSource Wealth Advisors, LLC: IJH position timeline

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

EverSource Wealth Advisors, LLC held 54,089 IJH 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 54,089 shares
    Change vs previous 13F +3,303 shares

    0.14% of the 13F portfolio, value $4,170,808.

    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 50,786 shares
    Change vs previous 13F +1,258 shares

    0.1% of the 13F portfolio, value $3,429,576.

    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 49,528 shares
    Change vs previous 13F +1,385 shares

    0.12% of the 13F portfolio, value $3,268,817.

    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 48,143 shares
    Change vs previous 13F +11,471 shares

    0.12% of the 13F portfolio, value $3,141,792.

    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 36,672 shares
    Change vs previous 13F +1,712 shares

    0.1% of the 13F portfolio, value $2,274,384.

    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 34,960 shares
    Change vs previous 13F -3,263 shares

    0.11% of the 13F portfolio, value $2,039,898.

    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 38,223 shares
    Change vs previous 13F +1,344 shares

    0.13% of the 13F portfolio, value $2,381,705.

    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 36,879 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,298,313.

    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).