Skip to content
Disclosery

EverSource Wealth Advisors, LLC: ST position timeline

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

EverSource Wealth Advisors, LLC held 2,284 ST 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 2,284 shares
    Change vs previous 13F +97 shares

    <0.01% of the 13F portfolio, value $109,037.

    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 2,187 shares
    Change vs previous 13F +711 shares

    <0.01% of the 13F portfolio, value $77,026.

    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 1,476 shares
    Change vs previous 13F +689 shares

    <0.01% of the 13F portfolio, value $49,137.

    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 787 shares
    Change vs previous 13F -391 shares

    <0.01% of the 13F portfolio, value $24,043.

    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 1,178 shares
    Change vs previous 13F +836 shares

    <0.01% of the 13F portfolio, value $35,469.

    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 342 shares
    Change vs previous 13F -55 shares

    <0.01% of the 13F portfolio, value $8,300.

    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 397 shares
    Change vs previous 13F +217 shares

    <0.01% of the 13F portfolio, value $10,877.

    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 180 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,456.

    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).