Skip to content
Disclosery

EverSource Wealth Advisors, LLC: UVSP position timeline

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

EverSource Wealth Advisors, LLC held 185 UVSP 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 185 shares
    Change vs previous 13F -441 shares

    <0.01% of the 13F portfolio, value $8,094.

    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 626 shares
    Change vs previous 13F +25 shares

    <0.01% of the 13F portfolio, value $21,447.

    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 601 shares
    Change vs previous 13F +17 shares

    <0.01% of the 13F portfolio, value $19,676.

    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 584 shares
    Change vs previous 13F +147 shares

    <0.01% of the 13F portfolio, value $17,532.

    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 437 shares
    Change vs previous 13F +378 shares

    <0.01% of the 13F portfolio, value $13,127.

    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 59 shares
    Change vs previous 13F +10 shares

    <0.01% of the 13F portfolio, value $1,673.

    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 49 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,446.

    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).