Skip to content
Disclosery

EverSource Wealth Advisors, LLC: META position timeline

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

EverSource Wealth Advisors, LLC held 24,259 META 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 24,259 shares
    Change vs previous 13F -2,721 shares

    0.46% of the 13F portfolio, value $13,664,847.

    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 26,980 shares
    Change vs previous 13F +3,343 shares

    0.47% of the 13F portfolio, value $15,436,498.

    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 23,637 shares
    Change vs previous 13F +2,034 shares

    0.58% of the 13F portfolio, value $15,602,976.

    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 21,603 shares
    Change vs previous 13F +1,137 shares

    0.63% of the 13F portfolio, value $15,864,812.

    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 20,466 shares
    Change vs previous 13F +2,528 shares

    0.68% of the 13F portfolio, value $15,105,172.

    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 17,938 shares
    Change vs previous 13F +1,578 shares

    0.57% of the 13F portfolio, value $10,338,614.

    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).

  7. period ended2024-12-31
    13F 16,360 shares
    Change vs previous 13F +708 shares

    0.54% of the 13F portfolio, value $9,579,330.

    13F-HR 0001710537-25-000001 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).

  8. period ended2024-09-30
    13F 15,652 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $8,959,577.

    13F-HR 0001710537-24-000010 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).