EverSource Wealth Advisors, LLC: TK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EverSource Wealth Advisors, LLC on TK, newest first. How the timeline and the estimate are built.
EverSource Wealth Advisors, LLC held 1,328 TK shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 1,328 sharesChange vs previous 13F -404 shares
<0.01% of the 13F portfolio, value $13,283.
13F-HR 0001710537-26-000007 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F/A 1,732 sharesChange vs previous 13F -235 shares
<0.01% of the 13F portfolio, value $21,147.
13F-HR/A 0001710537-26-000006 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,967 sharesChange vs previous 13F +563 shares
<0.01% of the 13F portfolio, value $17,762.
13F-HR 0001710537-26-000001 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,404 sharesChange vs previous 13F -773 shares
<0.01% of the 13F portfolio, value $11,485.
13F-HR 0001710537-25-000009 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,177 sharesChange vs previous 13F +1,288 shares
<0.01% of the 13F portfolio, value $17,960.
13F-HR 0001710537-25-000006 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 889 sharesChange vs previous 13F -75 shares
<0.01% of the 13F portfolio, value $5,841.
13F-HR 0001710537-25-000003 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 964 sharesChange vs previous 13F +99 shares
<0.01% of the 13F portfolio, value $6,680.
13F-HR 0001710537-25-000001 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 865 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $7,958.
13F-HR 0001710537-24-000010 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).