Skip to content
Disclosery

EverSource Wealth Advisors, LLC: SERV position timeline

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

EverSource Wealth Advisors, LLC held 3,003 SERV 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 3,003 shares
    Change vs previous 13F -2,271 shares

    <0.01% of the 13F portfolio, value $19,760.

    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 5,274 shares
    Change vs previous 13F +2,082 shares

    <0.01% of the 13F portfolio, value $44,514.

    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 3,192 shares
    Change vs previous 13F +2,392 shares

    <0.01% of the 13F portfolio, value $33,133.

    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 800 shares
    Change vs previous 13F +54 shares

    <0.01% of the 13F portfolio, value $9,304.

    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 746 shares
    Change vs previous 13F +246 shares

    <0.01% of the 13F portfolio, value $8,534.

    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 500 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,875.

    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).