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EverSource Wealth Advisors, LLC: SVM position timeline

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

EverSource Wealth Advisors, LLC held 11,574 SVM 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 11,574 shares
    Change vs previous 13F -2,603 shares

    <0.01% of the 13F portfolio, value $116,902.

    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 14,177 shares
    Change vs previous 13F +6,674 shares

    <0.01% of the 13F portfolio, value $152,266.

    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 7,503 shares
    Change vs previous 13F +1,170 shares

    <0.01% of the 13F portfolio, value $62,578.

    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 6,333 shares
    Change vs previous 13F +3,929 shares

    <0.01% of the 13F portfolio, value $40,027.

    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 2,404 shares
    Change vs previous 13F +188 shares

    <0.01% of the 13F portfolio, value $10,145.

    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 2,216 shares
    Change vs previous 13F +37 shares

    <0.01% of the 13F portfolio, value $8,576.

    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 2,179 shares
    Change vs previous 13F +4 shares

    <0.01% of the 13F portfolio, value $6,537.

    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 2,175 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,505.

    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).