Skip to content
Disclosery

EverSource Wealth Advisors, LLC: IRT position timeline

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

EverSource Wealth Advisors, LLC held 1,309 IRT 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 1,309 shares
    Change vs previous 13F +265 shares

    <0.01% of the 13F portfolio, value $21,847.

    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 1,044 shares
    Change vs previous 13F +269 shares

    <0.01% of the 13F portfolio, value $15,546.

    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 775 shares
    Change vs previous 13F -802 shares

    <0.01% of the 13F portfolio, value $13,547.

    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 1,577 shares
    Change vs previous 13F +261 shares

    <0.01% of the 13F portfolio, value $25,847.

    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 1,316 shares
    Change vs previous 13F +313 shares

    <0.01% of the 13F portfolio, value $23,280.

    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 1,003 shares
    Change vs previous 13F +42 shares

    <0.01% of the 13F portfolio, value $21,294.

    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 961 shares
    Change vs previous 13F +140 shares

    <0.01% of the 13F portfolio, value $19,066.

    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 821 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $16,831.

    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).