EverSource Wealth Advisors, LLC: TWST position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EverSource Wealth Advisors, LLC on TWST, newest first. How the timeline and the estimate are built.
EverSource Wealth Advisors, LLC held 156 TWST shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 156 sharesChange vs previous 13F -23 shares
<0.01% of the 13F portfolio, value $16,048.
13F-HR 0001710537-26-000007 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F/A 179 sharesChange vs previous 13F +120 shares
<0.01% of the 13F portfolio, value $8,505.
13F-HR/A 0001710537-26-000006 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 59 sharesChange vs previous 13F -109 shares
<0.01% of the 13F portfolio, value $1,872.
13F-HR 0001710537-26-000001 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 168 sharesChange vs previous 13F -241 shares
<0.01% of the 13F portfolio, value $4,727.
13F-HR 0001710537-25-000009 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 409 sharesChange vs previous 13F +45 shares
<0.01% of the 13F portfolio, value $15,047.
13F-HR 0001710537-25-000006 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 364 sharesChange vs previous 13F +291 shares
<0.01% of the 13F portfolio, value $14,291.
13F-HR 0001710537-25-000003 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 73 sharesChange vs previous 13F +18 shares
<0.01% of the 13F portfolio, value $3,392.
13F-HR 0001710537-25-000001 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 55 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $2,485.
13F-HR 0001710537-24-000010 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).