EverSource Wealth Advisors, LLC: LFUS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EverSource Wealth Advisors, LLC on LFUS, newest first. How the timeline and the estimate are built.
EverSource Wealth Advisors, LLC held 630 LFUS shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 630 sharesChange vs previous 13F -259 shares
0.01% of the 13F portfolio, value $286,857.
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 889 sharesChange vs previous 13F +226 shares
0.01% of the 13F portfolio, value $301,684.
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 663 sharesChange vs previous 13F -83 shares
0.01% of the 13F portfolio, value $167,690.
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 746 sharesChange vs previous 13F +219 shares
0.01% of the 13F portfolio, value $193,221.
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 527 sharesChange vs previous 13F +457 shares
0.01% of the 13F portfolio, value $119,487.
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 70 sharesChange vs previous 13F +7 shares
<0.01% of the 13F portfolio, value $13,772.
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 63 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $14,846.
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 63 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $16,712.
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).