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EverSource Wealth Advisors, LLC: VSLU position timeline

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

EverSource Wealth Advisors, LLC held 425,032 VSLU 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 425,032 shares
    Change vs previous 13F -75,690 shares

    0.66% of the 13F portfolio, value $19,656,173.

    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 500,722 shares
    Change vs previous 13F +184,476 shares

    0.64% of the 13F portfolio, value $20,935,176.

    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 316,246 shares
    Change vs previous 13F +59,626 shares

    0.52% of the 13F portfolio, value $13,997,036.

    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 256,620 shares
    Change vs previous 13F +152,946 shares

    0.43% of the 13F portfolio, value $10,955,609.

    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 103,674 shares
    Change vs previous 13F -7,494 shares

    0.18% of the 13F portfolio, value $4,058,826.

    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 111,168 shares
    Change vs previous 13F +24,585 shares

    0.21% of the 13F portfolio, value $3,893,299.

    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 86,583 shares
    Change vs previous 13F +16,673 shares

    0.18% of the 13F portfolio, value $3,168,067.

    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 69,910 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,516,586.

    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).