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Value Line shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Value Line (VALU) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Value Line

Tip: Access up to 7 years of quarterly data

All positions including Value Line held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Value Line by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $195 5 39.00
2025-06-30 $78 2 39.00
2025-03-31 $77 2 38.50

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Microsoft Corp Stock (MSFT)
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Palantir Technologies Inc Cl A Stock (PLTR)

View all positions for EverSource Wealth Advisors

Top funds holding Value Line

Neuberger Berman Group
BlackRock
Dimensional Fund Advisors
Gabelli Funds
Wells Fargo & Company
Geode Capital Management
Oppenheimer & Co
Vanguard Group
North Star Investment Management
State Street Corporation
Renaissance Technologies
Capital Investment Counsel
OTR - Nominee Name for The State Teachers Retirement Board of Ohio
Northern Trust
Millennium Management

View all funds holding Value Line