Skip to content
Disclosery

EverSource Wealth Advisors, LLC: PAC position timeline

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

EverSource Wealth Advisors, LLC held 132 PAC 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 132 shares
    Change vs previous 13F -115 shares

    <0.01% of the 13F portfolio, value $33,417.

    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 247 shares
    Change vs previous 13F +83 shares

    <0.01% of the 13F portfolio, value $60,977.

    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 164 shares
    Change vs previous 13F +65 shares

    <0.01% of the 13F portfolio, value $43,235.

    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 99 shares
    Change vs previous 13F -13 shares

    <0.01% of the 13F portfolio, value $23,482.

    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 112 shares
    Change vs previous 13F +35 shares

    <0.01% of the 13F portfolio, value $25,717.

    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 77 shares
    Change vs previous 13F +7 shares

    <0.01% of the 13F portfolio, value $14,285.

    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 70 shares
    Change vs previous 13F -26 shares

    <0.01% of the 13F portfolio, value $12,250.

    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 96 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $16,706.

    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).