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EverSource Wealth Advisors, LLC: CGIC position timeline

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

EverSource Wealth Advisors, LLC held 48,212 CGIC 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 48,212 shares
    Change vs previous 13F +17,182 shares

    0.06% of the 13F portfolio, value $1,754,430.

    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 31,030 shares
    Change vs previous 13F +24,570 shares

    0.03% of the 13F portfolio, value $1,027,398.

    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 6,460 shares
    Change vs previous 13F +2,451 shares

    0.01% of the 13F portfolio, value $209,941.

    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 4,009 shares
    Change vs previous 13F +3,394 shares

    <0.01% of the 13F portfolio, value $123,525.

    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 615 shares
    Change vs previous 13F +8 shares

    <0.01% of the 13F portfolio, value $17,896.

    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 607 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $15,764.

    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).