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EverSource Wealth Advisors, LLC: PAAA position timeline

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

EverSource Wealth Advisors, LLC held 271,017 PAAA 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 271,017 shares
    Change vs previous 13F -3,450 shares

    0.47% of the 13F portfolio, value $13,895,053.

    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 274,467 shares
    Change vs previous 13F -15,350 shares

    0.43% of the 13F portfolio, value $14,047,217.

    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 289,817 shares
    Change vs previous 13F +343 shares

    0.55% of the 13F portfolio, value $14,856,044.

    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 289,474 shares
    Change vs previous 13F -5,347 shares

    0.59% of the 13F portfolio, value $14,907,901.

    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 294,821 shares
    Change vs previous 13F +48,929 shares

    0.69% of the 13F portfolio, value $15,168,565.

    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 245,892 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $12,616,719.

    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).