Skip to content
Disclosery

EverSource Wealth Advisors, LLC: RDVI position timeline

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

EverSource Wealth Advisors, LLC held 53,451 RDVI 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 53,451 shares
    Change vs previous 13F +9,426 shares

    0.05% of the 13F portfolio, value $1,571,463.

    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 44,025 shares
    Change vs previous 13F +4,924 shares

    0.03% of the 13F portfolio, value $1,124,839.

    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 39,101 shares
    Change vs previous 13F +200 shares

    0.04% of the 13F portfolio, value $1,026,012.

    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 38,901 shares
    Change vs previous 13F +5,776 shares

    0.04% of the 13F portfolio, value $1,005,587.

    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 33,125 shares
    Change vs previous 13F +4,148 shares

    0.04% of the 13F portfolio, value $818,513.

    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 28,977 shares
    Change vs previous 13F +3,725 shares

    0.04% of the 13F portfolio, value $687,330.

    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 25,252 shares
    Change vs previous 13F +126 shares

    0.03% of the 13F portfolio, value $612,111.

    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 25,126 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $619,109.

    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).