EverSource Wealth Advisors, LLC: MOD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EverSource Wealth Advisors, LLC on MOD, newest first. How the timeline and the estimate are built.
EverSource Wealth Advisors, LLC held 151 MOD shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 151 sharesChange vs previous 13F -85 shares
<0.01% of the 13F portfolio, value $40,320.
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 236 sharesChange vs previous 13F -151 shares
<0.01% of the 13F portfolio, value $51,144.
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 387 sharesChange vs previous 13F -42 shares
<0.01% of the 13F portfolio, value $51,668.
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 429 sharesChange vs previous 13F -1 shares
<0.01% of the 13F portfolio, value $60,987.
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 430 sharesChange vs previous 13F +4 shares
<0.01% of the 13F portfolio, value $42,356.
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 426 sharesChange vs previous 13F +49 shares
<0.01% of the 13F portfolio, value $32,697.
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 377 sharesChange vs previous 13F -30 shares
<0.01% of the 13F portfolio, value $43,706.
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 407 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $54,046.
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).