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EverSource Wealth Advisors, LLC: VTV position timeline

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

EverSource Wealth Advisors, LLC held 376,246 VTV 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 376,246 shares
    Change vs previous 13F -262,021 shares

    2.77% of the 13F portfolio, value $81,995,460.

    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 638,267 shares
    Change vs previous 13F +287,191 shares

    3.83% of the 13F portfolio, value $125,228,153.

    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 351,076 shares
    Change vs previous 13F +21,911 shares

    2.47% of the 13F portfolio, value $67,051,873.

    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 329,165 shares
    Change vs previous 13F +3,440 shares

    2.43% of the 13F portfolio, value $61,386,066.

    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 325,725 shares
    Change vs previous 13F +13,736 shares

    2.6% of the 13F portfolio, value $57,568,549.

    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 311,989 shares
    Change vs previous 13F -8,033 shares

    2.96% of the 13F portfolio, value $53,892,906.

    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 320,022 shares
    Change vs previous 13F +30,037 shares

    3.05% of the 13F portfolio, value $54,179,831.

    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 289,985 shares
    Change vs previous 13F not available

    3.21% of the 13F portfolio, value $50,622,677.

    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).