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EverSource Wealth Advisors, LLC: RAA position timeline

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

EverSource Wealth Advisors, LLC held 540,869 RAA 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 540,869 shares
    Change vs previous 13F +41,423 shares

    0.54% of the 13F portfolio, value $15,948,943.

    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 499,446 shares
    Change vs previous 13F +135,580 shares

    0.42% of the 13F portfolio, value $13,790,144.

    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 363,866 shares
    Change vs previous 13F +25,984 shares

    0.37% of the 13F portfolio, value $10,002,897.

    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 337,882 shares
    Change vs previous 13F +40,863 shares

    0.36% of the 13F portfolio, value $9,167,655.

    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 297,019 shares
    Change vs previous 13F +5,189 shares

    0.34% of the 13F portfolio, value $7,610,183.

    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 291,830 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $7,033,103.

    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).