Skip to content
Disclosery

EverSource Wealth Advisors, LLC: PTC position timeline

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

EverSource Wealth Advisors, LLC held 486 PTC 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 486 shares
    Change vs previous 13F -266 shares

    <0.01% of the 13F portfolio, value $55,170.

    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 752 shares
    Change vs previous 13F +89 shares

    <0.01% of the 13F portfolio, value $107,039.

    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 663 shares
    Change vs previous 13F +75 shares

    <0.01% of the 13F portfolio, value $115,432.

    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 588 shares
    Change vs previous 13F -117 shares

    <0.01% of the 13F portfolio, value $119,297.

    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 705 shares
    Change vs previous 13F +287 shares

    0.01% of the 13F portfolio, value $121,433.

    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 418 shares
    Change vs previous 13F +147 shares

    <0.01% of the 13F portfolio, value $64,769.

    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 271 shares
    Change vs previous 13F +18 shares

    <0.01% of the 13F portfolio, value $49,829.

    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 253 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $45,707.

    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).