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EverSource Wealth Advisors, LLC: SDY position timeline

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

EverSource Wealth Advisors, LLC held 10,586 SDY 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 10,586 shares
    Change vs previous 13F -386 shares

    0.05% of the 13F portfolio, value $1,611,024.

    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 10,972 shares
    Change vs previous 13F +12 shares

    0.05% of the 13F portfolio, value $1,601,212.

    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 10,960 shares
    Change vs previous 13F -568 shares

    0.06% of the 13F portfolio, value $1,525,187.

    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 11,528 shares
    Change vs previous 13F -911 shares

    0.06% of the 13F portfolio, value $1,614,467.

    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 12,439 shares
    Change vs previous 13F -341 shares

    0.08% of the 13F portfolio, value $1,688,367.

    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 12,780 shares
    Change vs previous 13F -3,194 shares

    0.1% of the 13F portfolio, value $1,734,013.

    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 15,974 shares
    Change vs previous 13F -12,475 shares

    0.12% of the 13F portfolio, value $2,110,133.

    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 28,449 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $4,040,957.

    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).