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EverSource Wealth Advisors, LLC: V position timeline

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

EverSource Wealth Advisors, LLC held 14,656 V 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 14,656 shares
    Change vs previous 13F -4,732 shares

    0.17% of the 13F portfolio, value $5,028,173.

    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 19,388 shares
    Change vs previous 13F +1,668 shares

    0.18% of the 13F portfolio, value $5,859,820.

    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 17,720 shares
    Change vs previous 13F -272 shares

    0.23% of the 13F portfolio, value $6,214,449.

    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 17,992 shares
    Change vs previous 13F -770 shares

    0.24% of the 13F portfolio, value $6,142,204.

    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 18,762 shares
    Change vs previous 13F +16 shares

    0.3% of the 13F portfolio, value $6,661,531.

    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 18,746 shares
    Change vs previous 13F +732 shares

    0.36% of the 13F portfolio, value $6,569,543.

    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 18,014 shares
    Change vs previous 13F +2,714 shares

    0.32% of the 13F portfolio, value $5,693,208.

    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).

  8. period ended2024-09-30
    13F 15,300 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $4,206,725.

    13F-HR 0001710537-24-000010 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).