Skip to content
Disclosery

EverSource Wealth Advisors, LLC: RBA position timeline

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

EverSource Wealth Advisors, LLC held 64,122 RBA 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 64,122 shares
    Change vs previous 13F -3,962 shares

    0.25% of the 13F portfolio, value $7,467,060.

    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 68,084 shares
    Change vs previous 13F +415 shares

    0.2% of the 13F portfolio, value $6,525,986.

    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 67,669 shares
    Change vs previous 13F +216 shares

    0.26% of the 13F portfolio, value $6,961,221.

    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 67,453 shares
    Change vs previous 13F -187 shares

    0.29% of the 13F portfolio, value $7,309,307.

    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 67,640 shares
    Change vs previous 13F -371 shares

    0.32% of the 13F portfolio, value $7,182,695.

    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 68,011 shares
    Change vs previous 13F -1,243 shares

    0.37% of the 13F portfolio, value $6,821,521.

    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 69,254 shares
    Change vs previous 13F +2,222 shares

    0.35% of the 13F portfolio, value $6,247,439.

    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 67,032 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $5,395,372.

    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).