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EverSource Wealth Advisors, LLC: PYLD position timeline

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

EverSource Wealth Advisors, LLC held 556,814 PYLD 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 556,814 shares
    Change vs previous 13F -40,033 shares

    0.5% of the 13F portfolio, value $14,766,713.

    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 596,847 shares
    Change vs previous 13F +253,067 shares

    0.48% of the 13F portfolio, value $15,637,385.

    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 343,780 shares
    Change vs previous 13F -226 shares

    0.34% of the 13F portfolio, value $9,172,050.

    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 344,006 shares
    Change vs previous 13F +63,391 shares

    0.37% of the 13F portfolio, value $9,233,134.

    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 280,615 shares
    Change vs previous 13F +113,402 shares

    0.34% of the 13F portfolio, value $7,447,522.

    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 167,213 shares
    Change vs previous 13F +88,731 shares

    0.24% of the 13F portfolio, value $4,406,072.

    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 78,482 shares
    Change vs previous 13F +13,530 shares

    0.11% of the 13F portfolio, value $2,034,249.

    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 64,952 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,730,967.

    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).