Skip to content
Disclosery

EverSource Wealth Advisors, LLC: SCHB position timeline

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

EverSource Wealth Advisors, LLC held 42,163 SCHB 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 42,163 shares
    Change vs previous 13F -3,235 shares

    0.04% of the 13F portfolio, value $1,221,040.

    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 45,398 shares
    Change vs previous 13F -2,400 shares

    0.03% of the 13F portfolio, value $1,139,490.

    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 47,798 shares
    Change vs previous 13F -3,083 shares

    0.05% of the 13F portfolio, value $1,253,742.

    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 50,881 shares
    Change vs previous 13F +43,876 shares

    0.05% of the 13F portfolio, value $1,308,144.

    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 7,005 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $166,929.

    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 7,005 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $150,818.

    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 7,005 shares
    Change vs previous 13F +4,695 shares

    0.01% of the 13F portfolio, value $159,014.

    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 2,310 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $153,661.

    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).