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EverSource Wealth Advisors, LLC: SOVF position timeline

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

EverSource Wealth Advisors, LLC held 409,027 SOVF 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 409,027 shares
    Change vs previous 13F -191,687 shares

    0.41% of the 13F portfolio, value $12,154,536.

    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 600,714 shares
    Change vs previous 13F +145,551 shares

    0.49% of the 13F portfolio, value $16,105,152.

    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 455,163 shares
    Change vs previous 13F -287,697 shares

    0.49% of the 13F portfolio, value $13,281,622.

    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 742,860 shares
    Change vs previous 13F -109,032 shares

    0.89% of the 13F portfolio, value $22,496,448.

    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 851,892 shares
    Change vs previous 13F +64,460 shares

    1.16% of the 13F portfolio, value $25,693,059.

    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 787,432 shares
    Change vs previous 13F +47,077 shares

    1.29% of the 13F portfolio, value $23,395,363.

    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 740,355 shares
    Change vs previous 13F +59,670 shares

    1.28% of the 13F portfolio, value $22,765,926.

    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 680,685 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $20,657,769.

    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).