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EverSource Wealth Advisors, LLC: IUSB position timeline

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

EverSource Wealth Advisors, LLC held 31,831 IUSB 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 31,831 shares
    Change vs previous 13F +6,006 shares

    0.05% of the 13F portfolio, value $1,468,991.

    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 25,825 shares
    Change vs previous 13F +351 shares

    0.04% of the 13F portfolio, value $1,192,861.

    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 25,474 shares
    Change vs previous 13F -2,154 shares

    0.04% of the 13F portfolio, value $1,185,560.

    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 27,628 shares
    Change vs previous 13F -33,129 shares

    0.05% of the 13F portfolio, value $1,290,514.

    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 60,757 shares
    Change vs previous 13F -17,609 shares

    0.13% of the 13F portfolio, value $2,808,791.

    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 78,366 shares
    Change vs previous 13F +38,278 shares

    0.2% of the 13F portfolio, value $3,611,101.

    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 40,088 shares
    Change vs previous 13F -4,869 shares

    0.1% of the 13F portfolio, value $1,811,981.

    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 44,957 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,118,383.

    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).