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EverSource Wealth Advisors, LLC: UYLD position timeline

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

EverSource Wealth Advisors, LLC held 11,694 UYLD 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 11,694 shares
    Change vs previous 13F +1,361 shares

    0.02% of the 13F portfolio, value $596,453.

    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 10,333 shares
    Change vs previous 13F +2,834 shares

    0.02% of the 13F portfolio, value $527,345.

    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 7,499 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $383,535.

    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).