Skip to content
Disclosery

EverSource Wealth Advisors, LLC: SYM position timeline

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

EverSource Wealth Advisors, LLC held 19,858 SYM 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 19,858 shares
    Change vs previous 13F -310 shares

    0.03% of the 13F portfolio, value $892,618.

    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 20,168 shares
    Change vs previous 13F -599 shares

    0.03% of the 13F portfolio, value $1,072,939.

    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 20,767 shares
    Change vs previous 13F -21,953 shares

    0.05% of the 13F portfolio, value $1,235,638.

    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 42,720 shares
    Change vs previous 13F +3,854 shares

    0.09% of the 13F portfolio, value $2,302,608.

    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 38,866 shares
    Change vs previous 13F +38,671 shares

    0.07% of the 13F portfolio, value $1,509,944.

    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 195 shares
    Change vs previous 13F +162 shares

    <0.01% of the 13F portfolio, value $3,940.

    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 33 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $783.

    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).