EverSource Wealth Advisors, LLC: NWN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EverSource Wealth Advisors, LLC on NWN, newest first. How the timeline and the estimate are built.
EverSource Wealth Advisors, LLC held 565 NWN shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 565 sharesChange vs previous 13F -387 shares
<0.01% of the 13F portfolio, value $27,720.
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 952 sharesChange vs previous 13F +48 shares
<0.01% of the 13F portfolio, value $50,665.
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 904 sharesChange vs previous 13F -28 shares
<0.01% of the 13F portfolio, value $42,254.
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 932 sharesChange vs previous 13F +125 shares
<0.01% of the 13F portfolio, value $41,874.
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 807 sharesChange vs previous 13F +352 shares
<0.01% of the 13F portfolio, value $32,055.
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 455 sharesChange vs previous 13F +94 shares
<0.01% of the 13F portfolio, value $19,419.
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 361 sharesChange vs previous 13F +15 shares
<0.01% of the 13F portfolio, value $14,271.
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 346 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $14,123.
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).