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EverSource Wealth Advisors, LLC: CGMU position timeline

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

EverSource Wealth Advisors, LLC held 76,257 CGMU 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 76,257 shares
    Change vs previous 13F +41,342 shares

    0.07% of the 13F portfolio, value $2,094,770.

    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 34,915 shares
    Change vs previous 13F -2,986 shares

    0.03% of the 13F portfolio, value $947,955.

    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 37,901 shares
    Change vs previous 13F +6,415 shares

    0.04% of the 13F portfolio, value $1,037,734.

    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 31,486 shares
    Change vs previous 13F -134 shares

    0.03% of the 13F portfolio, value $859,244.

    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 31,620 shares
    Change vs previous 13F -18,768 shares

    0.04% of the 13F portfolio, value $843,951.

    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 50,388 shares
    Change vs previous 13F +22,355 shares

    0.07% of the 13F portfolio, value $1,351,414.

    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 28,033 shares
    Change vs previous 13F +4,508 shares

    0.04% of the 13F portfolio, value $754,648.

    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 23,525 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $645,997.

    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).