Skip to content
Disclosery

EverSource Wealth Advisors, LLC: ISMD position timeline

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

EverSource Wealth Advisors, LLC held 36,857 ISMD 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 36,857 shares
    Change vs previous 13F +1,311 shares

    0.06% of the 13F portfolio, value $1,842,718.

    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 35,546 shares
    Change vs previous 13F +2,254 shares

    0.04% of the 13F portfolio, value $1,420,783.

    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 33,292 shares
    Change vs previous 13F +4,243 shares

    0.05% of the 13F portfolio, value $1,284,422.

    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 29,049 shares
    Change vs previous 13F -1,373 shares

    0.04% of the 13F portfolio, value $1,128,832.

    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 30,422 shares
    Change vs previous 13F -551 shares

    0.05% of the 13F portfolio, value $1,080,902.

    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 30,973 shares
    Change vs previous 13F -1,290 shares

    0.06% of the 13F portfolio, value $1,056,786.

    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 32,263 shares
    Change vs previous 13F -3,567 shares

    0.07% of the 13F portfolio, value $1,210,525.

    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 35,830 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,357,965.

    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).