EverSource Wealth Advisors, LLC: JACK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EverSource Wealth Advisors, LLC on JACK, newest first. How the timeline and the estimate are built.
EverSource Wealth Advisors, LLC held 264 JACK shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 264 sharesChange vs previous 13F +84 shares
<0.01% of the 13F portfolio, value $4,174.
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 180 sharesChange vs previous 13F -255 shares
<0.01% of the 13F portfolio, value $1,740.
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 435 sharesChange vs previous 13F +412 shares
<0.01% of the 13F portfolio, value $8,244.
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 23 sharesChange vs previous 13F -72 shares
<0.01% of the 13F portfolio, value $454.
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 95 sharesChange vs previous 13F -60 shares
<0.01% of the 13F portfolio, value $1,658.
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 155 sharesChange vs previous 13F +133 shares
<0.01% of the 13F portfolio, value $4,214.
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 22 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $916.
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).