EverSource Wealth Advisors, LLC
    SEC Filings

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    All SEC filings by EverSource Wealth Advisors, LLC — annual and quarterly reports, current reports, registrations, proxies and ownership forms, updated in real time.

    Financials

    No results found.

    Events

    No results found.

    Registrations and Prospectuses

    D$2.5m in Equity, Sold $2m, 1 InvestorJan 5, 2021
    D$50k in Equity, Sold $50k, 1 InvestorJan 31, 2018
    D$3m in Equity, Sold $2.4m, 11 InvestorsAug 30, 2017

    Proxies

    N-PXAnnual report of proxy voting recordAug 27, 2026
    N-PXAnnual report of proxy voting recordAug 25, 2025
    N-PXAnnual report of proxy voting recordAug 20, 2024

    Other

    No results found.

    Ownership

    13F-HRQuarterly holdings report by institutional managerJul 24, 2026
    13F-HR/AQuarterly holdings report by institutional managerMay 15, 2026
    13F-HRQuarterly holdings report by institutional managerMay 14, 2026
    13F-HRQuarterly holdings report by institutional managerFeb 6, 2026
    13F-HRQuarterly holdings report by institutional managerNov 10, 2025
    13F-HRQuarterly holdings report by institutional managerAug 13, 2025
    13F-HRQuarterly holdings report by institutional managerMay 13, 2025
    13F-HRQuarterly holdings report by institutional managerFeb 7, 2025
    13F-HRQuarterly holdings report by institutional managerNov 8, 2024
    13F-HRQuarterly holdings report by institutional managerAug 13, 2024