Skip to content
Disclosery

EverSource Wealth Advisors, LLC: WPP position timeline

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

EverSource Wealth Advisors, LLC held 690 WPP 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 690 shares
    Change vs previous 13F +183 shares

    <0.01% of the 13F portfolio, value $10,692.

    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 507 shares
    Change vs previous 13F -368 shares

    <0.01% of the 13F portfolio, value $7,889.

    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 875 shares
    Change vs previous 13F +427 shares

    <0.01% of the 13F portfolio, value $19,658.

    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 448 shares
    Change vs previous 13F -188 shares

    <0.01% of the 13F portfolio, value $11,228.

    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 636 shares
    Change vs previous 13F +90 shares

    <0.01% of the 13F portfolio, value $22,277.

    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 546 shares
    Change vs previous 13F -315 shares

    <0.01% of the 13F portfolio, value $20,738.

    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 861 shares
    Change vs previous 13F -315 shares

    <0.01% of the 13F portfolio, value $44,261.

    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 1,176 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $60,190.

    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).