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EverSource Wealth Advisors, LLC: VNLA position timeline

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

EverSource Wealth Advisors, LLC held 32,626 VNLA 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 32,626 shares
    Change vs previous 13F -3,017 shares

    0.05% of the 13F portfolio, value $1,594,279.

    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 35,643 shares
    Change vs previous 13F +12,777 shares

    0.05% of the 13F portfolio, value $1,741,528.

    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 22,866 shares
    Change vs previous 13F -6,335 shares

    0.04% of the 13F portfolio, value $1,123,657.

    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 29,201 shares
    Change vs previous 13F -15,338 shares

    0.06% of the 13F portfolio, value $1,439,334.

    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 44,539 shares
    Change vs previous 13F -6,613 shares

    0.1% of the 13F portfolio, value $2,191,325.

    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 51,152 shares
    Change vs previous 13F +414 shares

    0.14% of the 13F portfolio, value $2,514,142.

    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 50,738 shares
    Change vs previous 13F -1,527 shares

    0.14% of the 13F portfolio, value $2,481,584.

    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 52,265 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,563,061.

    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).