Skip to content
Disclosery

EverSource Wealth Advisors, LLC: SPSC position timeline

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

EverSource Wealth Advisors, LLC held 564 SPSC 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 564 shares
    Change vs previous 13F -16 shares

    <0.01% of the 13F portfolio, value $32,244.

    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 580 shares
    Change vs previous 13F -554 shares

    <0.01% of the 13F portfolio, value $32,286.

    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 1,134 shares
    Change vs previous 13F +218 shares

    <0.01% of the 13F portfolio, value $101,075.

    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 916 shares
    Change vs previous 13F +267 shares

    <0.01% of the 13F portfolio, value $95,393.

    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 649 shares
    Change vs previous 13F +376 shares

    <0.01% of the 13F portfolio, value $88,323.

    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 273 shares
    Change vs previous 13F +21 shares

    <0.01% of the 13F portfolio, value $36,236.

    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 252 shares
    Change vs previous 13F -10 shares

    <0.01% of the 13F portfolio, value $46,366.

    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 262 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $50,872.

    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).