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EverSource Wealth Advisors, LLC: CGCP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EverSource Wealth Advisors, LLC on CGCP, newest first. How the timeline and the estimate are built.

EverSource Wealth Advisors, LLC held 949,401 CGCP shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 949,401 shares
    Change vs previous 13F +256,499 shares

    0.71% of the 13F portfolio, value $21,162,156.

    13F-HR 0001710537-26-000007 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F/A 692,902 shares
    Change vs previous 13F +71,057 shares

    0.47% of the 13F portfolio, value $15,479,424.

    13F-HR/A 0001710537-26-000006 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 621,845 shares
    Change vs previous 13F +177,542 shares

    0.52% of the 13F portfolio, value $14,078,560.

    13F-HR 0001710537-26-000001 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 444,303 shares
    Change vs previous 13F +19,425 shares

    0.4% of the 13F portfolio, value $10,094,553.

    13F-HR 0001710537-25-000009 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 424,878 shares
    Change vs previous 13F +19,247 shares

    0.43% of the 13F portfolio, value $9,559,757.

    13F-HR 0001710537-25-000006 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 405,631 shares
    Change vs previous 13F +83,197 shares

    0.5% of the 13F portfolio, value $9,106,422.

    13F-HR 0001710537-25-000003 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 322,434 shares
    Change vs previous 13F +188,939 shares

    0.4% of the 13F portfolio, value $7,158,035.

    13F-HR 0001710537-25-000001 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 133,495 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $3,086,416.

    13F-HR 0001710537-24-000010 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).