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EverSource Wealth Advisors, LLC: TPHD position timeline

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

EverSource Wealth Advisors, LLC held 35,043 TPHD 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 35,043 shares
    Change vs previous 13F -4,901 shares

    0.05% of the 13F portfolio, value $1,481,618.

    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 39,944 shares
    Change vs previous 13F -5,082 shares

    0.05% of the 13F portfolio, value $1,652,049.

    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 45,026 shares
    Change vs previous 13F -6,175 shares

    0.06% of the 13F portfolio, value $1,734,864.

    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 51,201 shares
    Change vs previous 13F -25,487 shares

    0.08% of the 13F portfolio, value $2,014,019.

    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 76,688 shares
    Change vs previous 13F -12,340 shares

    0.13% of the 13F portfolio, value $2,898,807.

    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 89,028 shares
    Change vs previous 13F -14,228 shares

    0.18% of the 13F portfolio, value $3,349,226.

    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 103,256 shares
    Change vs previous 13F +962 shares

    0.21% of the 13F portfolio, value $3,753,929.

    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 102,294 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $3,856,512.

    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).