EverSource Wealth Advisors, LLC: SLB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EverSource Wealth Advisors, LLC on SLB, newest first. How the timeline and the estimate are built.
EverSource Wealth Advisors, LLC held 7,566 SLB shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 7,566 sharesChange vs previous 13F -3,679 shares
0.01% of the 13F portfolio, value $351,711.
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 11,245 sharesChange vs previous 13F +2,947 shares
0.02% of the 13F portfolio, value $577,865.
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 8,298 sharesChange vs previous 13F +955 shares
0.01% of the 13F portfolio, value $318,477.
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 7,343 sharesChange vs previous 13F -1,308 shares
0.01% of the 13F portfolio, value $252,391.
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 8,651 sharesChange vs previous 13F +3,426 shares
0.01% of the 13F portfolio, value $292,409.
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 5,225 sharesChange vs previous 13F +980 shares
0.01% of the 13F portfolio, value $218,394.
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 4,245 sharesChange vs previous 13F +522 shares
0.01% of the 13F portfolio, value $162,762.
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 3,723 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $156,185.
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).