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EverSource Wealth Advisors, LLC: NDSN position timeline

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

EverSource Wealth Advisors, LLC held 517 NDSN 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 517 shares
    Change vs previous 13F -121 shares

    0.01% of the 13F portfolio, value $155,827.

    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 638 shares
    Change vs previous 13F -48 shares

    0.01% of the 13F portfolio, value $169,673.

    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 686 shares
    Change vs previous 13F -150 shares

    0.01% of the 13F portfolio, value $164,846.

    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 836 shares
    Change vs previous 13F -423 shares

    0.01% of the 13F portfolio, value $189,646.

    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 1,259 shares
    Change vs previous 13F -318 shares

    0.01% of the 13F portfolio, value $269,933.

    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 1,577 shares
    Change vs previous 13F -12 shares

    0.02% of the 13F portfolio, value $318,039.

    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 1,589 shares
    Change vs previous 13F +38 shares

    0.02% of the 13F portfolio, value $332,416.

    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 1,551 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $407,345.

    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).