Skip to content
Disclosery

EverSource Wealth Advisors, LLC: TRMK position timeline

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

EverSource Wealth Advisors, LLC held 851 TRMK 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 851 shares
    Change vs previous 13F -806 shares

    <0.01% of the 13F portfolio, value $39,154.

    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 1,657 shares
    Change vs previous 13F +314 shares

    <0.01% of the 13F portfolio, value $69,828.

    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 1,343 shares
    Change vs previous 13F -60 shares

    <0.01% of the 13F portfolio, value $52,311.

    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 1,403 shares
    Change vs previous 13F +155 shares

    <0.01% of the 13F portfolio, value $55,559.

    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 1,248 shares
    Change vs previous 13F +1,022 shares

    <0.01% of the 13F portfolio, value $45,503.

    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 226 shares
    Change vs previous 13F +78 shares

    <0.01% of the 13F portfolio, value $7,795.

    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 148 shares
    Change vs previous 13F +125 shares

    <0.01% of the 13F portfolio, value $5,235.

    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 23 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $732.

    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).