EverSource Wealth Advisors, LLC: SNOW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EverSource Wealth Advisors, LLC on SNOW, newest first. How the timeline and the estimate are built.
EverSource Wealth Advisors, LLC held 3,819 SNOW shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 3,819 sharesChange vs previous 13F -6,810 shares
0.03% of the 13F portfolio, value $972,018.
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 10,629 sharesChange vs previous 13F -3,635 shares
0.05% of the 13F portfolio, value $1,603,080.
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 14,264 sharesChange vs previous 13F +3,042 shares
0.12% of the 13F portfolio, value $3,128,940.
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 11,222 sharesChange vs previous 13F +1,753 shares
0.1% of the 13F portfolio, value $2,531,111.
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 9,469 sharesChange vs previous 13F +3,683 shares
0.1% of the 13F portfolio, value $2,118,866.
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 5,786 sharesChange vs previous 13F +1,314 shares
0.05% of the 13F portfolio, value $845,660.
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 4,472 sharesChange vs previous 13F +21 shares
0.04% of the 13F portfolio, value $690,490.
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 4,451 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $511,219.
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).