Skip to content
Disclosery

EverSource Wealth Advisors, LLC: XPO position timeline

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

EverSource Wealth Advisors, LLC held 284 XPO 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 284 shares
    Change vs previous 13F -300 shares

    <0.01% of the 13F portfolio, value $58,304.

    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 584 shares
    Change vs previous 13F +221 shares

    <0.01% of the 13F portfolio, value $113,618.

    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 363 shares
    Change vs previous 13F -66 shares

    <0.01% of the 13F portfolio, value $49,335.

    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 429 shares
    Change vs previous 13F +95 shares

    <0.01% of the 13F portfolio, value $55,457.

    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 334 shares
    Change vs previous 13F +88 shares

    <0.01% of the 13F portfolio, value $42,180.

    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 246 shares
    Change vs previous 13F +9 shares

    <0.01% of the 13F portfolio, value $26,464.

    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 237 shares
    Change vs previous 13F -23 shares

    <0.01% of the 13F portfolio, value $31,082.

    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 260 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $27,952.

    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).