EverSource Wealth Advisors, LLC: MATW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EverSource Wealth Advisors, LLC on MATW, newest first. How the timeline and the estimate are built.
EverSource Wealth Advisors, LLC held 448 MATW shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 448 sharesChange vs previous 13F -278 shares
<0.01% of the 13F portfolio, value $12,061.
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 726 sharesChange vs previous 13F +50 shares
<0.01% of the 13F portfolio, value $18,745.
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 676 sharesChange vs previous 13F +64 shares
<0.01% of the 13F portfolio, value $17,657.
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 612 sharesChange vs previous 13F +170 shares
<0.01% of the 13F portfolio, value $14,859.
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 442 sharesChange vs previous 13F +235 shares
<0.01% of the 13F portfolio, value $10,568.
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 207 sharesChange vs previous 13F +127 shares
<0.01% of the 13F portfolio, value $4,604.
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 80 sharesChange vs previous 13F -241 shares
<0.01% of the 13F portfolio, value $2,214.
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 321 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $7,447.
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).