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EverSource Wealth Advisors, LLC: VCSH position timeline

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

EverSource Wealth Advisors, LLC held 86,651 VCSH 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 86,651 shares
    Change vs previous 13F -148,970 shares

    0.23% of the 13F portfolio, value $6,848,079.

    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 235,621 shares
    Change vs previous 13F -3,214 shares

    0.57% of the 13F portfolio, value $18,677,714.

    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 238,835 shares
    Change vs previous 13F +3,910 shares

    0.7% of the 13F portfolio, value $19,042,321.

    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 234,925 shares
    Change vs previous 13F -6,167 shares

    0.74% of the 13F portfolio, value $18,777,592.

    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 241,092 shares
    Change vs previous 13F +1,954 shares

    0.87% of the 13F portfolio, value $19,166,841.

    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 239,138 shares
    Change vs previous 13F -11,504 shares

    1.04% of the 13F portfolio, value $18,877,515.

    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 250,642 shares
    Change vs previous 13F -8,241 shares

    1.1% of the 13F portfolio, value $19,552,610.

    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 258,883 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $20,560,491.

    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).