Skip to content
Disclosery

EverSource Wealth Advisors, LLC: PSO position timeline

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

EverSource Wealth Advisors, LLC held 8,082 PSO 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 8,082 shares
    Change vs previous 13F -5,268 shares

    <0.01% of the 13F portfolio, value $128,419.

    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 13,350 shares
    Change vs previous 13F +3,080 shares

    0.01% of the 13F portfolio, value $175,282.

    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 10,270 shares
    Change vs previous 13F -943 shares

    0.01% of the 13F portfolio, value $144,187.

    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 11,213 shares
    Change vs previous 13F -1,984 shares

    0.01% of the 13F portfolio, value $158,775.

    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 13,197 shares
    Change vs previous 13F +6,012 shares

    0.01% of the 13F portfolio, value $197,037.

    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 7,185 shares
    Change vs previous 13F +378 shares

    0.01% of the 13F portfolio, value $115,027.

    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 6,807 shares
    Change vs previous 13F +1,937 shares

    0.01% of the 13F portfolio, value $109,724.

    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 4,870 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $66,082.

    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).