EverSource Wealth Advisors, LLC: LRN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EverSource Wealth Advisors, LLC on LRN, newest first. How the timeline and the estimate are built.
EverSource Wealth Advisors, LLC held 238 LRN shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 238 sharesChange vs previous 13F -194 shares
<0.01% of the 13F portfolio, value $20,525.
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 432 sharesChange vs previous 13F +225 shares
<0.01% of the 13F portfolio, value $38,088.
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 207 sharesChange vs previous 13F -268 shares
<0.01% of the 13F portfolio, value $13,441.
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 475 sharesChange vs previous 13F -37 shares
<0.01% of the 13F portfolio, value $70,746.
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 512 sharesChange vs previous 13F +424 shares
<0.01% of the 13F portfolio, value $74,338.
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 88 sharesChange vs previous 13F +34 shares
<0.01% of the 13F portfolio, value $11,133.
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 54 sharesChange vs previous 13F -4 shares
<0.01% of the 13F portfolio, value $5,613.
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 58 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $4,948.
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).