EverSource Wealth Advisors, LLC: REGN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EverSource Wealth Advisors, LLC on REGN, newest first. How the timeline and the estimate are built.
EverSource Wealth Advisors, LLC held 912 REGN shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 912 sharesChange vs previous 13F -968 shares
0.02% of the 13F portfolio, value $568,434.
13F-HR 0001710537-26-000007 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F/A 1,880 sharesChange vs previous 13F +517 shares
0.04% of the 13F portfolio, value $1,451,955.
13F-HR/A 0001710537-26-000006 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,363 sharesChange vs previous 13F +326 shares
0.04% of the 13F portfolio, value $1,051,759.
13F-HR 0001710537-26-000001 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,037 sharesChange vs previous 13F +616 shares
0.02% of the 13F portfolio, value $582,860.
13F-HR 0001710537-25-000009 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 421 sharesChange vs previous 13F -122 shares
0.01% of the 13F portfolio, value $220,822.
13F-HR 0001710537-25-000006 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 543 sharesChange vs previous 13F +73 shares
0.02% of the 13F portfolio, value $344,486.
13F-HR 0001710537-25-000003 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 470 sharesChange vs previous 13F -160 shares
0.02% of the 13F portfolio, value $334,796.
13F-HR 0001710537-25-000001 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 630 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $662,281.
13F-HR 0001710537-24-000010 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).