EverSource Wealth Advisors, LLC: TXT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EverSource Wealth Advisors, LLC on TXT, newest first. How the timeline and the estimate are built.
EverSource Wealth Advisors, LLC held 4,409 TXT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 4,409 sharesChange vs previous 13F -1,763 shares
0.01% of the 13F portfolio, value $404,437.
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 6,172 sharesChange vs previous 13F -323 shares
0.02% of the 13F portfolio, value $540,417.
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 6,495 sharesChange vs previous 13F +2,268 shares
0.02% of the 13F portfolio, value $566,170.
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 4,227 sharesChange vs previous 13F +613 shares
0.01% of the 13F portfolio, value $357,140.
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 3,614 sharesChange vs previous 13F +3,464 shares
0.01% of the 13F portfolio, value $290,168.
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 150 sharesChange vs previous 13F +9 shares
<0.01% of the 13F portfolio, value $10,839.
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 141 sharesChange vs previous 13F +23 shares
<0.01% of the 13F portfolio, value $10,786.
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 118 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $10,455.
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).