Skip to content
Disclosery

EverSource Wealth Advisors, LLC: RWL position timeline

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

EverSource Wealth Advisors, LLC held 156,391 RWL 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 156,391 shares
    Change vs previous 13F -1,642 shares

    0.67% of the 13F portfolio, value $19,980,502.

    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 158,033 shares
    Change vs previous 13F +2,014 shares

    0.55% of the 13F portfolio, value $18,159,532.

    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 156,019 shares
    Change vs previous 13F +740 shares

    0.66% of the 13F portfolio, value $17,864,178.

    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 155,279 shares
    Change vs previous 13F +1,221 shares

    0.68% of the 13F portfolio, value $17,183,129.

    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 154,058 shares
    Change vs previous 13F +10,371 shares

    0.73% of the 13F portfolio, value $16,066,679.

    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 143,687 shares
    Change vs previous 13F +5,563 shares

    0.78% of the 13F portfolio, value $14,273,883.

    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 138,124 shares
    Change vs previous 13F +2,769 shares

    0.76% of the 13F portfolio, value $13,525,118.

    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 135,355 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $13,274,243.

    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).