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EverSource Wealth Advisors, LLC: VMBS position timeline

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

EverSource Wealth Advisors, LLC held 212,186 VMBS 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 212,186 shares
    Change vs previous 13F -172,104 shares

    0.34% of the 13F portfolio, value $9,932,415.

    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 384,290 shares
    Change vs previous 13F +184,230 shares

    0.55% of the 13F portfolio, value $18,042,385.

    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 200,060 shares
    Change vs previous 13F +3,513 shares

    0.35% of the 13F portfolio, value $9,418,816.

    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 196,547 shares
    Change vs previous 13F -22,730 shares

    0.37% of the 13F portfolio, value $9,229,858.

    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 219,277 shares
    Change vs previous 13F -2,956 shares

    0.46% of the 13F portfolio, value $10,161,295.

    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 222,233 shares
    Change vs previous 13F -14,328 shares

    0.57% of the 13F portfolio, value $10,291,592.

    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 236,561 shares
    Change vs previous 13F +13,894 shares

    0.6% of the 13F portfolio, value $10,725,666.

    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 222,667 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $10,512,123.

    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).