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EverSource Wealth Advisors, LLC: VTES position timeline

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

EverSource Wealth Advisors, LLC held 5,937 VTES 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 5,937 shares
    Change vs previous 13F -400 shares

    0.02% of the 13F portfolio, value $601,509.

    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 6,337 shares
    Change vs previous 13F -9,391 shares

    0.02% of the 13F portfolio, value $640,914.

    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 15,728 shares
    Change vs previous 13F +2,693 shares

    0.06% of the 13F portfolio, value $1,597,618.

    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 13,035 shares
    Change vs previous 13F +4,078 shares

    0.05% of the 13F portfolio, value $1,328,604.

    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 8,957 shares
    Change vs previous 13F -5,667 shares

    0.04% of the 13F portfolio, value $904,000.

    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 14,624 shares
    Change vs previous 13F +1,615 shares

    0.08% of the 13F portfolio, value $1,469,863.

    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 13,009 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,304,159.

    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).