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EverSource Wealth Advisors, LLC: CGGR position timeline

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

EverSource Wealth Advisors, LLC held 381,423 CGGR 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 381,423 shares
    Change vs previous 13F +60,154 shares

    0.61% of the 13F portfolio, value $18,003,163.

    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 321,269 shares
    Change vs previous 13F +21,492 shares

    0.39% of the 13F portfolio, value $12,911,794.

    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 299,777 shares
    Change vs previous 13F +27,815 shares

    0.49% of the 13F portfolio, value $13,331,069.

    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 271,962 shares
    Change vs previous 13F +24,069 shares

    0.47% of the 13F portfolio, value $11,944,533.

    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 247,893 shares
    Change vs previous 13F +40,137 shares

    0.46% of the 13F portfolio, value $10,076,818.

    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 207,756 shares
    Change vs previous 13F +42,998 shares

    0.39% of the 13F portfolio, value $7,115,619.

    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 164,758 shares
    Change vs previous 13F +9,412 shares

    0.34% of the 13F portfolio, value $6,124,075.

    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 155,346 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $5,404,493.

    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).