EverSource Wealth Advisors, LLC: ODD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EverSource Wealth Advisors, LLC on ODD, newest first. How the timeline and the estimate are built.
EverSource Wealth Advisors, LLC held 517 ODD shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 517 sharesChange vs previous 13F -320 shares
<0.01% of the 13F portfolio, value $7,822.
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 837 sharesChange vs previous 13F +603 shares
<0.01% of the 13F portfolio, value $11,200.
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 234 sharesChange vs previous 13F -30 shares
<0.01% of the 13F portfolio, value $9,403.
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 264 sharesChange vs previous 13F +154 shares
<0.01% of the 13F portfolio, value $16,447.
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 110 sharesChange vs previous 13F -37 shares
<0.01% of the 13F portfolio, value $8,301.
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 147 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $6,359.
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).