Skip to content

EverSource Wealth Advisors, LLC: NFLT position timeline

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

EverSource Wealth Advisors, LLC held 112,528 NFLT 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 112,528 shares
    Change vs previous 13F +20,640 shares

    0.09% of the 13F portfolio, value $2,582,524.

    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 91,888 shares
    Change vs previous 13F +22,624 shares

    0.06% of the 13F portfolio, value $2,090,439.

    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 69,264 shares
    Change vs previous 13F +12,840 shares

    0.06% of the 13F portfolio, value $1,595,842.

    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 56,424 shares
    Change vs previous 13F +16,420 shares

    0.05% of the 13F portfolio, value $1,301,422.

    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 40,004 shares
    Change vs previous 13F +11,983 shares

    0.04% of the 13F portfolio, value $913,281.

    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 28,021 shares
    Change vs previous 13F +18,507 shares

    0.03% of the 13F portfolio, value $632,439.

    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 9,514 shares
    Change vs previous 13F +5,186 shares

    0.01% of the 13F portfolio, value $213,574.

    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 4,328 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $99,809.

    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).