Skip to content
Disclosery

EverSource Wealth Advisors, LLC: TPLC position timeline

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

EverSource Wealth Advisors, LLC held 45,193 TPLC 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 45,193 shares
    Change vs previous 13F -5,317 shares

    0.08% of the 13F portfolio, value $2,275,479.

    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 50,510 shares
    Change vs previous 13F -9,459 shares

    0.07% of the 13F portfolio, value $2,345,692.

    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 59,969 shares
    Change vs previous 13F -13,188 shares

    0.1% of the 13F portfolio, value $2,725,593.

    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 73,157 shares
    Change vs previous 13F -8,661 shares

    0.13% of the 13F portfolio, value $3,386,957.

    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 81,818 shares
    Change vs previous 13F -3,344 shares

    0.17% of the 13F portfolio, value $3,673,538.

    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 85,162 shares
    Change vs previous 13F -30,578 shares

    0.2% of the 13F portfolio, value $3,614,283.

    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 115,740 shares
    Change vs previous 13F +16,814 shares

    0.28% of the 13F portfolio, value $4,957,031.

    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 98,926 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $4,352,119.

    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).