Skip to content

EverSource Wealth Advisors, LLC: PKX position timeline

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

EverSource Wealth Advisors, LLC held 1,843 PKX 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 1,843 shares
    Change vs previous 13F -748 shares

    <0.01% of the 13F portfolio, value $94,693.

    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 2,591 shares
    Change vs previous 13F +1,029 shares

    <0.01% of the 13F portfolio, value $151,549.

    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 1,562 shares
    Change vs previous 13F +515 shares

    <0.01% of the 13F portfolio, value $83,115.

    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 1,047 shares
    Change vs previous 13F -165 shares

    <0.01% of the 13F portfolio, value $51,523.

    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 1,212 shares
    Change vs previous 13F +172 shares

    <0.01% of the 13F portfolio, value $58,770.

    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 1,040 shares
    Change vs previous 13F +639 shares

    <0.01% of the 13F portfolio, value $49,431.

    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 401 shares
    Change vs previous 13F +213 shares

    <0.01% of the 13F portfolio, value $17,387.

    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 188 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $13,159.

    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).