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EverSource Wealth Advisors, LLC: SWX position timeline

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

EverSource Wealth Advisors, LLC held 729 SWX 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 729 shares
    Change vs previous 13F -370 shares

    <0.01% of the 13F portfolio, value $64,647.

    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 1,099 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $95,504.

    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).