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EverSource Wealth Advisors, LLC: VNQ position timeline

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

EverSource Wealth Advisors, LLC held 4,563 VNQ 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 4,563 shares
    Change vs previous 13F -1,440 shares

    0.01% of the 13F portfolio, value $439,971.

    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 6,003 shares
    Change vs previous 13F +1,405 shares

    0.02% of the 13F portfolio, value $532,434.

    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 4,598 shares
    Change vs previous 13F +1,249 shares

    0.01% of the 13F portfolio, value $406,917.

    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 3,349 shares
    Change vs previous 13F -35 shares

    0.01% of the 13F portfolio, value $306,197.

    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 3,384 shares
    Change vs previous 13F -208 shares

    0.01% of the 13F portfolio, value $301,394.

    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 3,592 shares
    Change vs previous 13F -89,800 shares

    0.02% of the 13F portfolio, value $325,239.

    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 93,392 shares
    Change vs previous 13F +4,805 shares

    0.47% of the 13F portfolio, value $8,319,344.

    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 88,587 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $8,630,192.

    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).