Skip to content
Disclosery

EverSource Wealth Advisors, LLC: SMFG position timeline

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

EverSource Wealth Advisors, LLC held 12,385 SMFG 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 12,385 shares
    Change vs previous 13F -20,449 shares

    0.01% of the 13F portfolio, value $292,039.

    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 32,834 shares
    Change vs previous 13F +1,972 shares

    0.02% of the 13F portfolio, value $648,481.

    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 30,862 shares
    Change vs previous 13F -1,219 shares

    0.02% of the 13F portfolio, value $596,562.

    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 32,081 shares
    Change vs previous 13F -41 shares

    0.02% of the 13F portfolio, value $537,028.

    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 32,122 shares
    Change vs previous 13F +24,384 shares

    0.02% of the 13F portfolio, value $485,346.

    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 7,738 shares
    Change vs previous 13F -8,580 shares

    0.01% of the 13F portfolio, value $119,627.

    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 16,318 shares
    Change vs previous 13F +14,016 shares

    0.01% of the 13F portfolio, value $236,435.

    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 2,302 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $29,069.

    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).