EverSource Wealth Advisors, LLC: ILMN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EverSource Wealth Advisors, LLC on ILMN, newest first. How the timeline and the estimate are built.
EverSource Wealth Advisors, LLC held 4,303 ILMN shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 4,303 sharesChange vs previous 13F -777 shares
0.03% of the 13F portfolio, value $756,648.
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 5,080 sharesChange vs previous 13F -897 shares
0.02% of the 13F portfolio, value $626,234.
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 5,977 sharesChange vs previous 13F +1,710 shares
0.03% of the 13F portfolio, value $783,981.
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 4,267 sharesChange vs previous 13F +671 shares
0.02% of the 13F portfolio, value $405,264.
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 3,596 sharesChange vs previous 13F +3,047 shares
0.02% of the 13F portfolio, value $343,124.
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 549 sharesChange vs previous 13F -559 shares
<0.01% of the 13F portfolio, value $43,557.
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 1,108 sharesChange vs previous 13F +156 shares
0.01% of the 13F portfolio, value $148,060.
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 952 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $124,151.
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).