Skip to content
Disclosery

EverSource Wealth Advisors, LLC: IVV position timeline

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

EverSource Wealth Advisors, LLC held 28,276 IVV 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 28,276 shares
    Change vs previous 13F -3,823 shares

    0.71% of the 13F portfolio, value $21,175,729.

    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 32,099 shares
    Change vs previous 13F +150 shares

    0.64% of the 13F portfolio, value $20,967,612.

    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 31,949 shares
    Change vs previous 13F -910 shares

    0.81% of the 13F portfolio, value $21,882,841.

    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 32,859 shares
    Change vs previous 13F +4,573 shares

    0.87% of the 13F portfolio, value $21,992,521.

    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 28,286 shares
    Change vs previous 13F +1,611 shares

    0.79% of the 13F portfolio, value $17,562,485.

    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 26,675 shares
    Change vs previous 13F +3,278 shares

    0.82% of the 13F portfolio, value $14,988,950.

    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 23,397 shares
    Change vs previous 13F +3,036 shares

    0.77% of the 13F portfolio, value $13,773,497.

    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 20,361 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $11,744,848.

    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).