EverSource Wealth Advisors, LLC: PRTH position timeline

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

EverSource Wealth Advisors, LLC held 719 PRTH shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

period ended2026-06-30
13F 719 shares
Change vs previous 13F +458 shares
<0.01% of the 13F portfolio, value $4,795.
13F-HR 0001710537-26-000007 filed by EverSource Wealth Advisors, LLC
Filed 2026-07-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F/A 261 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $1,233.
13F-HR/A 0001710537-26-000006 filed by EverSource Wealth Advisors, LLC
Filed 2026-05-18 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).