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EverSource Wealth Advisors, LLC: PRXV position timeline

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

EverSource Wealth Advisors, LLC held 1,440,018 PRXV 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 1,440,018 shares
    Change vs previous 13F -922,610 shares

    1.69% of the 13F portfolio, value $50,158,556.

    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 2,362,628 shares
    Change vs previous 13F +986,740 shares

    2.24% of the 13F portfolio, value $73,454,119.

    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 1,375,888 shares
    Change vs previous 13F +139,733 shares

    1.54% of the 13F portfolio, value $41,720,378.

    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 1,236,155 shares
    Change vs previous 13F +195,134 shares

    1.45% of the 13F portfolio, value $36,684,122.

    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 1,041,021 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $29,501,182.

    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).