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EverSource Wealth Advisors, LLC: TDUP position timeline

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

EverSource Wealth Advisors, LLC held 4,627 TDUP 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 4,627 shares
    Change vs previous 13F +2,547 shares

    <0.01% of the 13F portfolio, value $31,694.

    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 2,080 shares
    Change vs previous 13F +1,465 shares

    <0.01% of the 13F portfolio, value $6,822.

    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 615 shares
    Change vs previous 13F -103 shares

    <0.01% of the 13F portfolio, value $3,930.

    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 718 shares
    Change vs previous 13F -2,459 shares

    <0.01% of the 13F portfolio, value $6,786.

    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 3,177 shares
    Change vs previous 13F +2,919 shares

    <0.01% of the 13F portfolio, value $23,796.

    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 258 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $622.

    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).