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EverSource Wealth Advisors, LLC: NOW position timeline

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

EverSource Wealth Advisors, LLC held 8,806 NOW 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 8,806 shares
    Change vs previous 13F -3,270 shares

    0.03% of the 13F portfolio, value $874,194.

    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 12,076 shares
    Change vs previous 13F +1,467 shares

    0.04% of the 13F portfolio, value $1,262,471.

    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 10,609 shares
    Change vs previous 13F +9,117 shares

    0.06% of the 13F portfolio, value $1,625,140.

    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 1,492 shares
    Change vs previous 13F +82 shares

    0.05% of the 13F portfolio, value $1,372,625.

    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 1,410 shares
    Change vs previous 13F +278 shares

    0.07% of the 13F portfolio, value $1,449,109.

    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 1,132 shares
    Change vs previous 13F +84 shares

    0.05% of the 13F portfolio, value $901,238.

    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 1,048 shares
    Change vs previous 13F +39 shares

    0.06% of the 13F portfolio, value $1,111,005.

    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 1,009 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $902,438.

    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).