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EverSource Wealth Advisors, LLC: WEN position timeline

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

EverSource Wealth Advisors, LLC held 2,693 WEN 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 2,693 shares
    Change vs previous 13F -695 shares

    <0.01% of the 13F portfolio, value $22,324.

    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 3,388 shares
    Change vs previous 13F -6,778 shares

    <0.01% of the 13F portfolio, value $23,548.

    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 10,166 shares
    Change vs previous 13F -2,995 shares

    <0.01% of the 13F portfolio, value $84,683.

    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 13,161 shares
    Change vs previous 13F +286 shares

    <0.01% of the 13F portfolio, value $120,555.

    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 12,875 shares
    Change vs previous 13F +10,337 shares

    0.01% of the 13F portfolio, value $147,032.

    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 2,538 shares
    Change vs previous 13F +1,868 shares

    <0.01% of the 13F portfolio, value $37,132.

    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 670 shares
    Change vs previous 13F +475 shares

    <0.01% of the 13F portfolio, value $10,921.

    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 195 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,416.

    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).