EverSource Wealth Advisors, LLC: NATL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EverSource Wealth Advisors, LLC on NATL, newest first. How the timeline and the estimate are built.
EverSource Wealth Advisors, LLC held 108 NATL 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 -245 shares
<0.01% of the 13F portfolio, value $4,688.
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 353 sharesChange vs previous 13F -148 shares
<0.01% of the 13F portfolio, value $15,382.
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 501 sharesChange vs previous 13F -43 shares
<0.01% of the 13F portfolio, value $19,093.
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 544 sharesChange vs previous 13F +85 shares
<0.01% of the 13F portfolio, value $21,384.
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 459 sharesChange vs previous 13F +122 shares
<0.01% of the 13F portfolio, value $13,095.
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 337 sharesChange vs previous 13F +43 shares
<0.01% of the 13F portfolio, value $8,890.
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 294 sharesChange vs previous 13F +30 shares
<0.01% of the 13F portfolio, value $9,973.
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 264 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $7,532.
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).