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EverSource Wealth Advisors, LLC: VFLO position timeline

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

EverSource Wealth Advisors, LLC held 68,915 VFLO 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 68,915 shares
    Change vs previous 13F -24,322 shares

    0.11% of the 13F portfolio, value $3,152,861.

    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 93,237 shares
    Change vs previous 13F -4,595 shares

    0.11% of the 13F portfolio, value $3,680,997.

    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 97,832 shares
    Change vs previous 13F -600 shares

    0.14% of the 13F portfolio, value $3,852,624.

    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 98,432 shares
    Change vs previous 13F +16,408 shares

    0.15% of the 13F portfolio, value $3,691,200.

    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 82,024 shares
    Change vs previous 13F +28,416 shares

    0.13% of the 13F portfolio, value $2,899,548.

    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 53,608 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,837,682.

    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).