EverSource Wealth Advisors, LLC: NN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EverSource Wealth Advisors, LLC on NN, newest first. How the timeline and the estimate are built.
EverSource Wealth Advisors, LLC held 660 NN shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 660 sharesChange vs previous 13F -865 shares
<0.01% of the 13F portfolio, value $11,767.
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 1,525 sharesChange vs previous 13F +1,514 shares
<0.01% of the 13F portfolio, value $24,430.
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 11 sharesChange vs previous 13F -23 shares
<0.01% of the 13F portfolio, value $183.
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 34 sharesChange vs previous 13F -72 shares
<0.01% of the 13F portfolio, value $487.
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 106 sharesChange vs previous 13F -259 shares
<0.01% of the 13F portfolio, value $1,611.
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 365 sharesChange vs previous 13F +46 shares
<0.01% of the 13F portfolio, value $4,443.
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 319 sharesChange vs previous 13F +4 shares
<0.01% of the 13F portfolio, value $4,963.
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 315 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $2,359.
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).