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EverSource Wealth Advisors, LLC: VEA position timeline

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

EverSource Wealth Advisors, LLC held 1,010,101 VEA 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 1,010,101 shares
    Change vs previous 13F -950,578 shares

    2.43% of the 13F portfolio, value $71,969,643.

    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 1,960,679 shares
    Change vs previous 13F +910,882 shares

    3.84% of the 13F portfolio, value $125,640,327.

    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 1,049,797 shares
    Change vs previous 13F -22,612 shares

    2.42% of the 13F portfolio, value $65,580,808.

    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 1,072,409 shares
    Change vs previous 13F -32,284 shares

    2.54% of the 13F portfolio, value $64,258,753.

    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 1,104,693 shares
    Change vs previous 13F -80,135 shares

    2.85% of the 13F portfolio, value $62,978,570.

    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 1,184,828 shares
    Change vs previous 13F -18,694 shares

    3.31% of the 13F portfolio, value $60,224,793.

    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 1,203,522 shares
    Change vs previous 13F +71,638 shares

    3.24% of the 13F portfolio, value $57,552,417.

    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 1,131,884 shares
    Change vs previous 13F not available

    3.78% of the 13F portfolio, value $59,774,790.

    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).