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EverSource Wealth Advisors, LLC: MSFT position timeline

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

EverSource Wealth Advisors, LLC held 80,326 MSFT 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 80,326 shares
    Change vs previous 13F -15,162 shares

    1.01% of the 13F portfolio, value $29,962,656.

    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 95,488 shares
    Change vs previous 13F +26,285 shares

    1.08% of the 13F portfolio, value $35,346,634.

    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 69,203 shares
    Change vs previous 13F +2,542 shares

    1.23% of the 13F portfolio, value $33,467,651.

    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 66,661 shares
    Change vs previous 13F +1,840 shares

    1.37% of the 13F portfolio, value $34,526,896.

    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 64,821 shares
    Change vs previous 13F +2,966 shares

    1.46% of the 13F portfolio, value $32,242,232.

    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 61,855 shares
    Change vs previous 13F +3,216 shares

    1.28% of the 13F portfolio, value $23,219,956.

    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 58,639 shares
    Change vs previous 13F +4,361 shares

    1.39% of the 13F portfolio, value $24,715,950.

    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 54,278 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $23,355,537.

    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).