Skip to content
Disclosery

EverSource Wealth Advisors, LLC: OSPN position timeline

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

EverSource Wealth Advisors, LLC held 1,454 OSPN 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 1,454 shares
    Change vs previous 13F +788 shares

    <0.01% of the 13F portfolio, value $20,865.

    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 666 shares
    Change vs previous 13F +329 shares

    <0.01% of the 13F portfolio, value $7,013.

    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 337 shares
    Change vs previous 13F -231 shares

    <0.01% of the 13F portfolio, value $4,327.

    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 568 shares
    Change vs previous 13F -120 shares

    <0.01% of the 13F portfolio, value $9,025.

    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 688 shares
    Change vs previous 13F +401 shares

    <0.01% of the 13F portfolio, value $11,483.

    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 287 shares
    Change vs previous 13F +195 shares

    <0.01% of the 13F portfolio, value $4,377.

    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 92 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,706.

    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).