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EverSource Wealth Advisors, LLC: LRMR position timeline

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

EverSource Wealth Advisors, LLC held 3,341 LRMR 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 3,341 shares
    Change vs previous 13F +1,635 shares

    <0.01% of the 13F portfolio, value $10,190.

    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 1,706 shares
    Change vs previous 13F +874 shares

    <0.01% of the 13F portfolio, value $7,680.

    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 832 shares
    Change vs previous 13F -93 shares

    <0.01% of the 13F portfolio, value $3,170.

    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 925 shares
    Change vs previous 13F +191 shares

    <0.01% of the 13F portfolio, value $2,988.

    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 734 shares
    Change vs previous 13F +536 shares

    <0.01% of the 13F portfolio, value $2,121.

    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 198 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $426.

    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).