EverSource Wealth Advisors, LLC: PLXS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EverSource Wealth Advisors, LLC on PLXS, newest first. How the timeline and the estimate are built.
EverSource Wealth Advisors, LLC held 1,164 PLXS shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 1,164 sharesChange vs previous 13F -18 shares
0.01% of the 13F portfolio, value $349,979.
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 1,182 sharesChange vs previous 13F +163 shares
0.01% of the 13F portfolio, value $239,402.
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 1,019 sharesChange vs previous 13F +168 shares
0.01% of the 13F portfolio, value $149,793.
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 851 sharesChange vs previous 13F +277 shares
<0.01% of the 13F portfolio, value $123,132.
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 574 sharesChange vs previous 13F +490 shares
<0.01% of the 13F portfolio, value $77,668.
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 84 sharesChange vs previous 13F -33 shares
<0.01% of the 13F portfolio, value $10,763.
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 117 sharesChange vs previous 13F -43 shares
<0.01% of the 13F portfolio, value $18,309.
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 160 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $21,874.
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).