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EverSource Wealth Advisors, LLC: KEX position timeline

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

EverSource Wealth Advisors, LLC held 52,084 KEX 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 52,084 shares
    Change vs previous 13F -66 shares

    0.24% of the 13F portfolio, value $7,081,932.

    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 52,150 shares
    Change vs previous 13F -568 shares

    0.21% of the 13F portfolio, value $6,929,692.

    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 52,718 shares
    Change vs previous 13F +2,068 shares

    0.21% of the 13F portfolio, value $5,808,469.

    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 50,650 shares
    Change vs previous 13F +5,189 shares

    0.17% of the 13F portfolio, value $4,226,855.

    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 45,461 shares
    Change vs previous 13F +10,757 shares

    0.23% of the 13F portfolio, value $5,155,869.

    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 34,704 shares
    Change vs previous 13F +21,156 shares

    0.19% of the 13F portfolio, value $3,505,451.

    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 13,548 shares
    Change vs previous 13F +4,627 shares

    0.08% of the 13F portfolio, value $1,433,378.

    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 8,921 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,092,198.

    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).