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EverSource Wealth Advisors, LLC: SUB position timeline

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

EverSource Wealth Advisors, LLC held 24,610 SUB 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 24,610 shares
    Change vs previous 13F +1,246 shares

    0.09% of the 13F portfolio, value $2,620,261.

    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 23,364 shares
    Change vs previous 13F +6,232 shares

    0.08% of the 13F portfolio, value $2,488,241.

    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 17,132 shares
    Change vs previous 13F +1,915 shares

    0.07% of the 13F portfolio, value $1,827,932.

    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 15,217 shares
    Change vs previous 13F -2,931 shares

    0.06% of the 13F portfolio, value $1,624,831.

    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 18,148 shares
    Change vs previous 13F -363 shares

    0.09% of the 13F portfolio, value $1,929,830.

    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 18,511 shares
    Change vs previous 13F -1,865 shares

    0.11% of the 13F portfolio, value $1,954,722.

    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 20,376 shares
    Change vs previous 13F +6,607 shares

    0.12% of the 13F portfolio, value $2,149,263.

    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 13,769 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,462,105.

    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).