Skip to content
Disclosery

EverSource Wealth Advisors, LLC: NWBI position timeline

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

EverSource Wealth Advisors, LLC held 2,209 NWBI 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 2,209 shares
    Change vs previous 13F -1,277 shares

    <0.01% of the 13F portfolio, value $33,488.

    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 3,486 shares
    Change vs previous 13F -221 shares

    <0.01% of the 13F portfolio, value $44,238.

    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 3,707 shares
    Change vs previous 13F -718 shares

    <0.01% of the 13F portfolio, value $44,484.

    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 4,425 shares
    Change vs previous 13F -1,366 shares

    <0.01% of the 13F portfolio, value $54,826.

    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 5,791 shares
    Change vs previous 13F +4,952 shares

    <0.01% of the 13F portfolio, value $74,009.

    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 839 shares
    Change vs previous 13F +289 shares

    <0.01% of the 13F portfolio, value $10,085.

    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 550 shares
    Change vs previous 13F +244 shares

    <0.01% of the 13F portfolio, value $7,254.

    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 306 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,094.

    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).