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EverSource Wealth Advisors, LLC: SPYD position timeline

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

EverSource Wealth Advisors, LLC held 2,528 SPYD 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 2,528 shares
    Change vs previous 13F -37,965 shares

    <0.01% of the 13F portfolio, value $120,633.

    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 40,493 shares
    Change vs previous 13F +991 shares

    0.06% of the 13F portfolio, value $1,843,248.

    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 39,502 shares
    Change vs previous 13F -658 shares

    0.06% of the 13F portfolio, value $1,708,441.

    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 40,160 shares
    Change vs previous 13F +2,424 shares

    0.07% of the 13F portfolio, value $1,767,032.

    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 37,736 shares
    Change vs previous 13F -4,445 shares

    0.07% of the 13F portfolio, value $1,601,534.

    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 42,181 shares
    Change vs previous 13F +10,721 shares

    0.1% of the 13F portfolio, value $1,866,913.

    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 31,460 shares
    Change vs previous 13F +31,110 shares

    0.08% of the 13F portfolio, value $1,360,330.

    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 350 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $15,978.

    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).