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EverSource Wealth Advisors, LLC: TPIF position timeline

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

EverSource Wealth Advisors, LLC held 53,556 TPIF 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 53,556 shares
    Change vs previous 13F -1,164 shares

    0.07% of the 13F portfolio, value $1,998,152.

    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 54,720 shares
    Change vs previous 13F -6,796 shares

    0.06% of the 13F portfolio, value $1,972,139.

    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 61,516 shares
    Change vs previous 13F +12,343 shares

    0.08% of the 13F portfolio, value $2,133,398.

    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 49,173 shares
    Change vs previous 13F +18,219 shares

    0.06% of the 13F portfolio, value $1,641,407.

    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 30,954 shares
    Change vs previous 13F +8,912 shares

    0.05% of the 13F portfolio, value $999,625.

    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 22,042 shares
    Change vs previous 13F -1,897 shares

    0.03% of the 13F portfolio, value $633,694.

    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 23,939 shares
    Change vs previous 13F -8,105 shares

    0.04% of the 13F portfolio, value $636,316.

    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 32,044 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $925,257.

    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).