Skip to content

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

  1. period ended2026-06-30
    13F 108 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F/A 366 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 307 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 299 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 327 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 86 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 73 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 62 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).