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EverSource Wealth Advisors, LLC: XSOE position timeline

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

EverSource Wealth Advisors, LLC held 30,780 XSOE 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 30,780 shares
    Change vs previous 13F +487 shares

    0.05% of the 13F portfolio, value $1,513,750.

    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 30,293 shares
    Change vs previous 13F +551 shares

    0.04% of the 13F portfolio, value $1,214,761.

    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 29,742 shares
    Change vs previous 13F -1,015 shares

    0.04% of the 13F portfolio, value $1,160,512.

    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 30,757 shares
    Change vs previous 13F -6,554 shares

    0.05% of the 13F portfolio, value $1,166,900.

    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 37,311 shares
    Change vs previous 13F -3,723 shares

    0.06% of the 13F portfolio, value $1,286,478.

    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 41,034 shares
    Change vs previous 13F -571 shares

    0.07% of the 13F portfolio, value $1,266,725.

    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 41,605 shares
    Change vs previous 13F +4,024 shares

    0.07% of the 13F portfolio, value $1,268,137.

    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 37,581 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,241,282.

    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).