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EverSource Wealth Advisors, LLC: PTL position timeline

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

EverSource Wealth Advisors, LLC held 26,542 PTL 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 26,542 shares
    Change vs previous 13F +3,088 shares

    0.26% of the 13F portfolio, value $7,593,415.

    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 23,454 shares
    Change vs previous 13F +16,417 shares

    0.18% of the 13F portfolio, value $5,876,542.

    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 7,037 shares
    Change vs previous 13F +6,756 shares

    0.06% of the 13F portfolio, value $1,746,538.

    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 281 shares
    Change vs previous 13F +267 shares

    <0.01% of the 13F portfolio, value $70,092.

    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 14 shares
    Change vs previous 13F -20 shares

    <0.01% of the 13F portfolio, value $3,248.

    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 34 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $7,049.

    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 33 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,103.

    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).