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EverSource Wealth Advisors, LLC: CGDV position timeline

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

EverSource Wealth Advisors, LLC held 153,273 CGDV 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 153,273 shares
    Change vs previous 13F +39,288 shares

    0.25% of the 13F portfolio, value $7,553,289.

    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 113,985 shares
    Change vs previous 13F +4,419 shares

    0.15% of the 13F portfolio, value $4,848,912.

    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 109,566 shares
    Change vs previous 13F +8,869 shares

    0.18% of the 13F portfolio, value $4,781,437.

    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 100,697 shares
    Change vs previous 13F +14,413 shares

    0.17% of the 13F portfolio, value $4,232,283.

    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 86,284 shares
    Change vs previous 13F +20,382 shares

    0.15% of the 13F portfolio, value $3,407,353.

    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 65,902 shares
    Change vs previous 13F +7,850 shares

    0.13% of the 13F portfolio, value $2,348,753.

    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 58,052 shares
    Change vs previous 13F -636 shares

    0.12% of the 13F portfolio, value $2,046,898.

    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 58,688 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,138,574.

    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).