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EverSource Wealth Advisors, LLC: VTEB position timeline

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

EverSource Wealth Advisors, LLC held 99,806 VTEB 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 99,806 shares
    Change vs previous 13F +2,790 shares

    0.17% of the 13F portfolio, value $5,048,163.

    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 97,016 shares
    Change vs previous 13F -4,672 shares

    0.15% of the 13F portfolio, value $4,840,147.

    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 101,688 shares
    Change vs previous 13F +10,612 shares

    0.19% of the 13F portfolio, value $5,113,874.

    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 91,076 shares
    Change vs previous 13F +6,703 shares

    0.18% of the 13F portfolio, value $4,560,155.

    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 84,373 shares
    Change vs previous 13F +37,522 shares

    0.19% of the 13F portfolio, value $4,136,792.

    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 46,851 shares
    Change vs previous 13F +10,200 shares

    0.13% of the 13F portfolio, value $2,324,736.

    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 36,651 shares
    Change vs previous 13F +14,807 shares

    0.1% of the 13F portfolio, value $1,837,316.

    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 21,844 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,116,673.

    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).