Stellantis N.V.
GB ˙ BATS-CHIXE ˙ NL00150001Q9
SecurityGB:STLAPP / Stellantis N.V.
InstitutionEverSource Wealth Advisors, LLC
Latest Disclosed Ownership5,840 shares
Latest Disclosed Value $ 41,407
EverSource Wealth Advisors, LLC reports 0.46% increase in ownership of STLAPP / Stellantis N.V.

On May 15, 2026 - EverSource Wealth Advisors, LLC filed a 13F-HR/A form disclosing ownership of 5,840 shares of Stellantis N.V. (GB:STLAPP) valued at $41,407 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 5,813 shares of Stellantis N.V.. This represents a change in shares of 0.46% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F/A-1 STELLANTIS N.V SHS Stock N82405106 5,840 27 0.46 41 -34.92 0.0002
2026-05-14 2026-03-31 13F STELLANTIS N.V SHS Stock N82405106 4,366 -1,447 188 0.0010
2026-02-06 2025-12-31 13F STELLANTIS N.V SHS Stock N82405106 5,813 -921 -13.68 63 1.61 0.0023
2025-11-10 2025-09-30 13F STELLANTIS N.V SHS Stock N82405106 6,734 448 7.13 63 -1.59 0.0025
2025-08-13 2025-06-30 13F STELLANTIS N.V SHS Stock N82405106 6,286 2,448 63.78 63 46.51 0.0028
2025-05-13 2025-03-31 13F STELLANTIS N.V SHS Stock N82405106 3,838 -575 -13.03 43 -24.56 0.0024
2025-02-10 2024-12-31 13F STELLANTIS N.V SHS Stock N82405106 4,413 -1,155 -20.74 58 -26.92 0.0032
2024-11-08 2024-09-30 13F STELLANTIS N.V SHS Stock N82405106 5,568 -8,469 -60.33 78 -66.67 0.0050
2024-08-13 2024-06-30 13F STELLANTIS N.V SHS Stock N82405106 14,037 2,518 21.86 234 -8.59 0.0156
2024-06-11 2024-03-31 13F/A-1 STELLANTIS N.V SHS Stock N82405106 11,519 656 6.04 257 1.19 0.0202
2024-05-13 2024-03-31 13F STELLANTIS N.V SHS Stock N82405106 10,863 0 253 0.0090
2024-02-09 2023-12-31 13F STELLANTIS N.V SHS Stock N82405106 10,863 430 4.12 253 27.14 0.0232
2023-11-03 2023-09-30 13F STELLANTIS N.V SHS Stock N82405106 10,433 270 2.66 200 11.80 0.0212
2023-08-04 2023-06-30 13F STELLANTIS N.V SHS Stock N82405106 10,163 220 2.21 178 -1.11 0.0197
2023-05-11 2023-03-31 13F STELLANTIS N.V SHS Stock N82405106 9,943 -13 -0.13 181 27.66 0.0225
2023-02-09 2022-12-31 13F STELLANTIS N.V SHS Stock N82405106 9,956 4,048 68.52 141 101.43 0.0214
2022-11-07 2022-09-30 13F STELLANTIS N.V SHS Stock N82405106 5,908 -1,332 -18.40 70 -21.35 0.0160
2022-08-01 2022-06-30 13F STELLANTIS N.V SHS Stock N82405106 7,240 6,668 1,165.73 89 888.89 0.0229
2022-05-25 2022-03-31 13F STELLANTIS N.V SHS Stock N82405106 572 302 111.85 9 80.00 0.0023
2022-02-17 2021-12-31 13F/A-1 STELLANTIS N.V SHS Stock N82405106 270 270 5 0.0014
2022-02-07 2021-12-31 13F STELLANTIS N.V SHS Stock N82405106 270 270 5 0.0014
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.