EverSource Wealth Advisors, LLC: APGE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EverSource Wealth Advisors, LLC on APGE, newest first. How the timeline and the estimate are built.
EverSource Wealth Advisors, LLC held 203 APGE shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 203 sharesChange vs previous 13F -442 shares
<0.01% of the 13F portfolio, value $26,945.
13F-HR 0001710537-26-000007 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F/A 645 sharesChange vs previous 13F +246 shares
<0.01% of the 13F portfolio, value $54,291.
13F-HR/A 0001710537-26-000006 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 399 sharesChange vs previous 13F +124 shares
<0.01% of the 13F portfolio, value $30,116.
13F-HR 0001710537-26-000001 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 275 sharesChange vs previous 13F +221 shares
<0.01% of the 13F portfolio, value $10,925.
13F-HR 0001710537-25-000009 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 54 sharesChange vs previous 13F +47 shares
<0.01% of the 13F portfolio, value $2,345.
13F-HR 0001710537-25-000006 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 7 sharesChange vs previous 13F -4 shares
<0.01% of the 13F portfolio, value $262.
13F-HR 0001710537-25-000003 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 11 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $498.
13F-HR 0001710537-25-000001 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).