EverSource Wealth Advisors, LLC: PKG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EverSource Wealth Advisors, LLC on PKG, newest first. How the timeline and the estimate are built.
EverSource Wealth Advisors, LLC held 3,754 PKG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 3,754 sharesChange vs previous 13F -4,204 shares
0.03% of the 13F portfolio, value $894,552.
13F-HR 0001710537-26-000007 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F/A 7,958 sharesChange vs previous 13F +2,651 shares
0.05% of the 13F portfolio, value $1,689,200.
13F-HR/A 0001710537-26-000006 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,307 sharesChange vs previous 13F +38 shares
0.04% of the 13F portfolio, value $1,094,545.
13F-HR 0001710537-26-000001 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,269 sharesChange vs previous 13F +261 shares
0.05% of the 13F portfolio, value $1,148,327.
13F-HR 0001710537-25-000009 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,008 sharesChange vs previous 13F +1,176 shares
0.04% of the 13F portfolio, value $943,748.
13F-HR 0001710537-25-000006 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,832 sharesChange vs previous 13F +195 shares
0.04% of the 13F portfolio, value $758,825.
13F-HR 0001710537-25-000003 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,637 sharesChange vs previous 13F +66 shares
0.05% of the 13F portfolio, value $818,893.
13F-HR 0001710537-25-000001 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,571 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $769,136.
13F-HR 0001710537-24-000010 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).