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EverSource Wealth Advisors, LLC: WAY position timeline

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

EverSource Wealth Advisors, LLC held 6,714 WAY 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 6,714 shares
    Change vs previous 13F +716 shares

    <0.01% of the 13F portfolio, value $137,839.

    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 5,998 shares
    Change vs previous 13F +3,598 shares

    <0.01% of the 13F portfolio, value $144,613.

    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 2,400 shares
    Change vs previous 13F +287 shares

    <0.01% of the 13F portfolio, value $78,601.

    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 2,113 shares
    Change vs previous 13F +719 shares

    <0.01% of the 13F portfolio, value $80,125.

    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 1,394 shares
    Change vs previous 13F +1,352 shares

    <0.01% of the 13F portfolio, value $56,973.

    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 42 shares
    Change vs previous 13F +29 shares

    <0.01% of the 13F portfolio, value $1,569.

    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 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $477.

    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).