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EverSource Wealth Advisors, LLC: PSLV position timeline

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

EverSource Wealth Advisors, LLC held 167,767 PSLV 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 167,767 shares
    Change vs previous 13F +30,749 shares

    0.11% of the 13F portfolio, value $3,165,763.

    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 137,018 shares
    Change vs previous 13F +15,375 shares

    0.1% of the 13F portfolio, value $3,341,869.

    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 121,643 shares
    Change vs previous 13F +45,553 shares

    0.11% of the 13F portfolio, value $2,876,857.

    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 76,090 shares
    Change vs previous 13F +31,914 shares

    0.05% of the 13F portfolio, value $1,194,613.

    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 44,176 shares
    Change vs previous 13F +40,148 shares

    0.02% of the 13F portfolio, value $540,714.

    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 4,028 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $46,725.

    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 4,028 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $38,870.

    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 4,028 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $42,093.

    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).