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EverSource Wealth Advisors, LLC: UPRO position timeline

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

EverSource Wealth Advisors, LLC held 10,101 UPRO 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 10,101 shares
    Change vs previous 13F -7,467 shares

    0.05% of the 13F portfolio, value $1,432,180.

    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 17,568 shares
    Change vs previous 13F +1,982 shares

    0.05% of the 13F portfolio, value $1,703,781.

    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 15,586 shares
    Change vs previous 13F -7,027 shares

    0.07% of the 13F portfolio, value $1,804,235.

    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 22,613 shares
    Change vs previous 13F +13,288 shares

    0.1% of the 13F portfolio, value $2,521,123.

    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 9,325 shares
    Change vs previous 13F -14,479 shares

    0.04% of the 13F portfolio, value $852,678.

    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 23,804 shares
    Change vs previous 13F +13,400 shares

    0.1% of the 13F portfolio, value $1,759,125.

    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 10,404 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $922,222.

    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).