EverSource Wealth Advisors, LLC: MIDD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EverSource Wealth Advisors, LLC on MIDD, newest first. How the timeline and the estimate are built.
EverSource Wealth Advisors, LLC held 108 MIDD shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 108 sharesChange vs previous 13F -258 shares
<0.01% of the 13F portfolio, value $18,576.
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 366 sharesChange vs previous 13F +59 shares
<0.01% of the 13F portfolio, value $48,523.
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 307 sharesChange vs previous 13F +8 shares
<0.01% of the 13F portfolio, value $45,641.
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 299 sharesChange vs previous 13F -28 shares
<0.01% of the 13F portfolio, value $39,747.
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 327 sharesChange vs previous 13F +241 shares
<0.01% of the 13F portfolio, value $47,088.
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 86 sharesChange vs previous 13F +13 shares
<0.01% of the 13F portfolio, value $13,071.
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 73 sharesChange vs previous 13F +11 shares
<0.01% of the 13F portfolio, value $9,888.
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 62 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $8,627.
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).