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EverSource Wealth Advisors, LLC: CGSM position timeline

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

EverSource Wealth Advisors, LLC held 50,868 CGSM 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 50,868 shares
    Change vs previous 13F -2,575 shares

    0.05% of the 13F portfolio, value $1,342,158.

    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 53,443 shares
    Change vs previous 13F -18,655 shares

    0.04% of the 13F portfolio, value $1,404,492.

    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 72,098 shares
    Change vs previous 13F +13,437 shares

    0.07% of the 13F portfolio, value $1,899,049.

    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 58,661 shares
    Change vs previous 13F -3,055 shares

    0.06% of the 13F portfolio, value $1,546,292.

    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 61,716 shares
    Change vs previous 13F +20,404 shares

    0.07% of the 13F portfolio, value $1,609,553.

    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 41,312 shares
    Change vs previous 13F -153 shares

    0.06% of the 13F portfolio, value $1,074,525.

    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 41,465 shares
    Change vs previous 13F -1,796 shares

    0.06% of the 13F portfolio, value $1,076,846.

    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 43,261 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,136,034.

    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).