Skip to content
Disclosery

EverSource Wealth Advisors, LLC: OLP position timeline

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

EverSource Wealth Advisors, LLC held 86 OLP 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 86 shares
    Change vs previous 13F -752 shares

    <0.01% of the 13F portfolio, value $2,101.

    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 838 shares
    Change vs previous 13F +42 shares

    <0.01% of the 13F portfolio, value $17,984.

    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 796 shares
    Change vs previous 13F +155 shares

    <0.01% of the 13F portfolio, value $16,151.

    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 641 shares
    Change vs previous 13F +129 shares

    <0.01% of the 13F portfolio, value $14,179.

    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 512 shares
    Change vs previous 13F +425 shares

    <0.01% of the 13F portfolio, value $12,217.

    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 87 shares
    Change vs previous 13F +15 shares

    <0.01% of the 13F portfolio, value $2,285.

    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 72 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $1,961.

    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 72 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,983.

    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).