EverSource Wealth Advisors, LLC: KTB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EverSource Wealth Advisors, LLC on KTB, newest first. How the timeline and the estimate are built.
EverSource Wealth Advisors, LLC held 421 KTB shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 421 sharesChange vs previous 13F -1,643 shares
<0.01% of the 13F portfolio, value $35,090.
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 2,064 sharesChange vs previous 13F +269 shares
<0.01% of the 13F portfolio, value $145,059.
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 1,795 sharesChange vs previous 13F +162 shares
<0.01% of the 13F portfolio, value $109,684.
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 1,633 sharesChange vs previous 13F +164 shares
0.01% of the 13F portfolio, value $130,278.
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 1,469 sharesChange vs previous 13F +797 shares
<0.01% of the 13F portfolio, value $96,938.
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 672 sharesChange vs previous 13F -50 shares
<0.01% of the 13F portfolio, value $43,096.
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 722 sharesChange vs previous 13F +503 shares
<0.01% of the 13F portfolio, value $61,666.
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 219 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $17,910.
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).