Skip to content
Disclosery

EverSource Wealth Advisors, LLC: VWO position timeline

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

EverSource Wealth Advisors, LLC held 414,758 VWO 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 414,758 shares
    Change vs previous 13F -365,873 shares

    0.84% of the 13F portfolio, value $24,756,891.

    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 780,631 shares
    Change vs previous 13F +356,089 shares

    1.29% of the 13F portfolio, value $42,193,171.

    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 424,542 shares
    Change vs previous 13F +188 shares

    0.84% of the 13F portfolio, value $22,823,383.

    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 424,354 shares
    Change vs previous 13F -7,575 shares

    0.91% of the 13F portfolio, value $22,991,514.

    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 431,929 shares
    Change vs previous 13F -34,566 shares

    0.97% of the 13F portfolio, value $21,363,217.

    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 466,495 shares
    Change vs previous 13F -4,826 shares

    1.16% of the 13F portfolio, value $21,113,551.

    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 471,321 shares
    Change vs previous 13F +20,111 shares

    1.17% of the 13F portfolio, value $20,757,019.

    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 451,210 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $21,590,380.

    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).