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EverSource Wealth Advisors, LLC: PFN position timeline

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

EverSource Wealth Advisors, LLC held 53,514 PFN 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 53,514 shares
    Change vs previous 13F -1,329 shares

    0.01% of the 13F portfolio, value $381,557.

    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 54,843 shares
    Change vs previous 13F -1,010,896 shares

    0.01% of the 13F portfolio, value $377,871.

    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 1,065,739 shares
    Change vs previous 13F +6,573 shares

    0.29% of the 13F portfolio, value $7,993,043.

    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 1,059,166 shares
    Change vs previous 13F +43,151 shares

    0.32% of the 13F portfolio, value $8,039,073.

    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 1,016,015 shares
    Change vs previous 13F +14,472 shares

    0.34% of the 13F portfolio, value $7,508,353.

    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 1,001,543 shares
    Change vs previous 13F +128,030 shares

    0.42% of the 13F portfolio, value $7,551,635.

    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 873,513 shares
    Change vs previous 13F +46,596 shares

    0.37% of the 13F portfolio, value $6,507,672.

    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 826,917 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $6,301,106.

    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).