Skip to content
Disclosery

EverSource Wealth Advisors, LLC: VBR position timeline

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

EverSource Wealth Advisors, LLC held 14,841 VBR 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 14,841 shares
    Change vs previous 13F -10,387 shares

    0.12% of the 13F portfolio, value $3,606,279.

    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 25,228 shares
    Change vs previous 13F +8,974 shares

    0.17% of the 13F portfolio, value $5,480,789.

    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 16,254 shares
    Change vs previous 13F +888 shares

    0.13% of the 13F portfolio, value $3,442,339.

    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 15,366 shares
    Change vs previous 13F +1,303 shares

    0.13% of the 13F portfolio, value $3,206,987.

    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 14,063 shares
    Change vs previous 13F +561 shares

    0.12% of the 13F portfolio, value $2,742,361.

    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 13,502 shares
    Change vs previous 13F -3,456 shares

    0.14% of the 13F portfolio, value $2,515,226.

    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 16,958 shares
    Change vs previous 13F +3,056 shares

    0.19% of the 13F portfolio, value $3,360,825.

    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 13,902 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,791,276.

    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).