Skip to content
Disclosery

EverSource Wealth Advisors, LLC: PLTR position timeline

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

EverSource Wealth Advisors, LLC held 127,814 PLTR 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 127,814 shares
    Change vs previous 13F -7,885 shares

    0.5% of the 13F portfolio, value $14,912,131.

    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 135,699 shares
    Change vs previous 13F +927 shares

    0.61% of the 13F portfolio, value $19,850,089.

    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 134,772 shares
    Change vs previous 13F -32,619 shares

    0.88% of the 13F portfolio, value $23,955,728.

    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 167,391 shares
    Change vs previous 13F -12,883 shares

    1.21% of the 13F portfolio, value $30,535,604.

    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 180,274 shares
    Change vs previous 13F +1,637 shares

    1.11% of the 13F portfolio, value $24,575,078.

    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 178,637 shares
    Change vs previous 13F -45,705 shares

    0.83% of the 13F portfolio, value $15,076,975.

    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 224,342 shares
    Change vs previous 13F -22,855 shares

    0.95% of the 13F portfolio, value $16,967,016.

    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 247,197 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $9,195,744.

    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).