EverSource Wealth Advisors, LLC: KOP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EverSource Wealth Advisors, LLC on KOP, newest first. How the timeline and the estimate are built.
EverSource Wealth Advisors, LLC held 188 KOP shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 188 sharesChange vs previous 13F -28 shares
<0.01% of the 13F portfolio, value $8,442.
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 216 sharesChange vs previous 13F -3 shares
<0.01% of the 13F portfolio, value $8,354.
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 219 sharesChange vs previous 13F -111 shares
<0.01% of the 13F portfolio, value $5,930.
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 330 sharesChange vs previous 13F -126 shares
<0.01% of the 13F portfolio, value $9,240.
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 456 sharesChange vs previous 13F +110 shares
<0.01% of the 13F portfolio, value $14,660.
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 346 sharesChange vs previous 13F +182 shares
<0.01% of the 13F portfolio, value $9,688.
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 164 sharesChange vs previous 13F +3 shares
<0.01% of the 13F portfolio, value $5,313.
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).
- period ended2024-09-3013F 161 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $5,881.
13F-HR 0001710537-24-000010 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).