EverSource Wealth Advisors, LLC: SLM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EverSource Wealth Advisors, LLC on SLM, newest first. How the timeline and the estimate are built.
EverSource Wealth Advisors, LLC held 3,859 SLM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 3,859 sharesChange vs previous 13F +778 shares
<0.01% of the 13F portfolio, value $100,103.
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 3,081 sharesChange vs previous 13F +501 shares
<0.01% of the 13F portfolio, value $65,963.
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 2,580 sharesChange vs previous 13F -687 shares
<0.01% of the 13F portfolio, value $69,816.
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 3,267 sharesChange vs previous 13F -728 shares
<0.01% of the 13F portfolio, value $90,430.
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 3,995 sharesChange vs previous 13F +2,164 shares
0.01% of the 13F portfolio, value $130,996.
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 1,831 sharesChange vs previous 13F +85 shares
<0.01% of the 13F portfolio, value $53,777.
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 1,746 sharesChange vs previous 13F +29 shares
<0.01% of the 13F portfolio, value $48,155.
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 1,717 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $39,267.
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).