KVLE — KFA VALUE LINER DYNAMIC CORE EQUITY INDEX ETF

Ownership history in EverSource Wealth Advisors, LLC  ·  11 quarters on record

AI Ownership Summary

EverSource Wealth Advisors, LLC reported KFA VALUE LINER DYNAMIC CORE EQUITY INDEX ETF (KVLE) in 11 quarterly 13F filings from 2023 Q3 through 2025 Q4. The latest visible filing shows KVLE at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this KVLE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EverSource Wealth Advisors, LLC's position in KFA VALUE LINER DYNAMIC CORE EQUITY INDEX ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

KVLE was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

KVLE stock page EverSource Wealth Advisors, LLC fund profile EverSource Wealth Advisors, LLC full holdings
How EverSource Wealth Advisors, LLC held KVLE — position size vs. price
% of Fund (quarterly)    KVLE price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 243 — 0% 0.00% $6K 2026-02-14 (Est.) $26.76
2025 Q3 UNCHANGED 243 — 0% 0.00% $7K 2025-11-10 $25.48
2025 Q2 UNCHANGED 243 — 0% 0.00% $6K 2025-08-13 $25.08
2025 Q1 UNCHANGED 243 — 0% 0.00% $6K 2025-05-13 $23.09
2024 Q4 UNCHANGED 243 — 0% 0.00% $6K 2025-02-10 $23.77
2024 Q3 UNCHANGED 243 — 0% 0.00% $6K 2024-11-08 $24.11
2024 Q2 UNCHANGED 243 — 0% 0.00% $6K 2024-08-13 $21.54
2024 Q1 UNCHANGED 243 — 0% 0.00% $6K 2024-05-13 $20.64
2023 Q4 UNCHANGED 243 — 0% 0.00% $6K 2024-02-09 $19.40
2023 Q3 UNCHANGED 243 — 0% 0.00% $5K 2023-11-03 $18.26
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding KVLE

As of 2025 Q4 — sorted by position size

Proactive Wealth Strategies LLC 0.31% Freedom Investment Management, Inc. 3Y 7Y 0.14% GTS SECURITIES LLC 0.02% LPL Financial LLC 3Y 7Y 0.0% EPG Wealth Management LLC 3Y 0.0% Kestra Advisory Services, LLC 3Y 0.0% CWM, LLC 3Y 7Y 0.0% Allworth Financial LP 3Y 7Y 0.0% UBS Group AG 3Y 7Y 0.0% OSAIC HOLDINGS, INC. 3Y 0.0%

FAQ About EverSource Wealth Advisors, LLC and KVLE

These are the practical questions this page is built to answer before you even open the full history table.

How long has EverSource Wealth Advisors, LLC reported owning KVLE?

EverSource Wealth Advisors, LLC reported KVLE across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported KVLE position in EverSource Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for KVLE was 0.00% in 2023 Q3.

What is the latest reported KVLE position on this page?

The most recent filing on this page is 2025 Q4, when EverSource Wealth Advisors, LLC reported 243 shares, equal to 0.00% of portfolio, with an estimated market value of $6K.

What does the chart on this KVLE ownership page compare?

The chart compares EverSource Wealth Advisors, LLC's quarterly KVLE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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