Skip to content
Disclosery

EverSource Wealth Advisors, LLC: MSBI position timeline

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

EverSource Wealth Advisors, LLC held 1,932 MSBI 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 1,932 shares
    Change vs previous 13F +503 shares

    <0.01% of the 13F portfolio, value $60,163.

    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 1,429 shares
    Change vs previous 13F +40 shares

    <0.01% of the 13F portfolio, value $31,882.

    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 1,389 shares
    Change vs previous 13F -386 shares

    <0.01% of the 13F portfolio, value $29,405.

    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 1,775 shares
    Change vs previous 13F +609 shares

    <0.01% of the 13F portfolio, value $30,424.

    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 1,166 shares
    Change vs previous 13F +1,091 shares

    <0.01% of the 13F portfolio, value $20,195.

    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 75 shares
    Change vs previous 13F -20 shares

    <0.01% of the 13F portfolio, value $1,284.

    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 95 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,318.

    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).