Skip to content
Disclosery

EverSource Wealth Advisors, LLC: ZIP position timeline

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

EverSource Wealth Advisors, LLC held 4,307 ZIP 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 4,307 shares
    Change vs previous 13F +2,221 shares

    <0.01% of the 13F portfolio, value $16,152.

    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 2,086 shares
    Change vs previous 13F +673 shares

    <0.01% of the 13F portfolio, value $3,838.

    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 1,413 shares
    Change vs previous 13F +608 shares

    <0.01% of the 13F portfolio, value $5,511.

    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 805 shares
    Change vs previous 13F -1,437 shares

    <0.01% of the 13F portfolio, value $3,397.

    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 2,242 shares
    Change vs previous 13F +2,175 shares

    <0.01% of the 13F portfolio, value $11,233.

    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 67 shares
    Change vs previous 13F +41 shares

    <0.01% of the 13F portfolio, value $395.

    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 26 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $188.

    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).