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EverSource Wealth Advisors, LLC: SYFI position timeline

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

EverSource Wealth Advisors, LLC held 57,057 SYFI 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 57,057 shares
    Change vs previous 13F +13,097 shares

    0.07% of the 13F portfolio, value $2,037,794.

    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 43,960 shares
    Change vs previous 13F -1,894 shares

    0.05% of the 13F portfolio, value $1,561,449.

    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 45,854 shares
    Change vs previous 13F +934 shares

    0.06% of the 13F portfolio, value $1,647,531.

    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 44,920 shares
    Change vs previous 13F +8,733 shares

    0.06% of the 13F portfolio, value $1,622,964.

    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 36,187 shares
    Change vs previous 13F -8,874 shares

    0.06% of the 13F portfolio, value $1,301,020.

    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 45,061 shares
    Change vs previous 13F +20,326 shares

    0.09% of the 13F portfolio, value $1,601,479.

    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 24,735 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $882,281.

    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).