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EverSource Wealth Advisors, LLC: VLTO position timeline

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

EverSource Wealth Advisors, LLC held 1,956 VLTO 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 1,956 shares
    Change vs previous 13F -326 shares

    0.01% of the 13F portfolio, value $173,462.

    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 2,282 shares
    Change vs previous 13F -955 shares

    0.01% of the 13F portfolio, value $201,780.

    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 3,237 shares
    Change vs previous 13F -329 shares

    0.01% of the 13F portfolio, value $322,943.

    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 3,566 shares
    Change vs previous 13F +1,064 shares

    0.02% of the 13F portfolio, value $380,177.

    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 2,502 shares
    Change vs previous 13F +1,903 shares

    0.01% of the 13F portfolio, value $252,590.

    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 599 shares
    Change vs previous 13F -455 shares

    <0.01% of the 13F portfolio, value $58,387.

    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 1,054 shares
    Change vs previous 13F +213 shares

    0.01% of the 13F portfolio, value $107,327.

    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 841 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $94,131.

    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).