Skip to content
Disclosery

EverSource Wealth Advisors, LLC: TLT position timeline

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

EverSource Wealth Advisors, LLC held 8,724 TLT 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 8,724 shares
    Change vs previous 13F -8,432 shares

    0.03% of the 13F portfolio, value $753,887.

    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 17,156 shares
    Change vs previous 13F +436 shares

    0.05% of the 13F portfolio, value $1,487,247.

    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 16,720 shares
    Change vs previous 13F +3,398 shares

    0.05% of the 13F portfolio, value $1,457,294.

    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 13,322 shares
    Change vs previous 13F +4,386 shares

    0.05% of the 13F portfolio, value $1,190,584.

    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 8,936 shares
    Change vs previous 13F +6,262 shares

    0.04% of the 13F portfolio, value $788,634.

    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 2,674 shares
    Change vs previous 13F -47,131 shares

    0.01% of the 13F portfolio, value $243,495.

    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 49,805 shares
    Change vs previous 13F +46,952 shares

    0.24% of the 13F portfolio, value $4,349,506.

    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).

  8. period ended2024-09-30
    13F 2,853 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $279,915.

    13F-HR 0001710537-24-000010 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).