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EverSource Wealth Advisors, LLC: CGUS position timeline

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

EverSource Wealth Advisors, LLC held 521,110 CGUS 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 521,110 shares
    Change vs previous 13F +25,216 shares

    0.78% of the 13F portfolio, value $23,178,973.

    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 495,894 shares
    Change vs previous 13F +30,530 shares

    0.58% of the 13F portfolio, value $19,052,264.

    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 465,364 shares
    Change vs previous 13F +35,027 shares

    0.69% of the 13F portfolio, value $18,721,566.

    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 430,337 shares
    Change vs previous 13F +47,448 shares

    0.67% of the 13F portfolio, value $17,015,519.

    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 382,889 shares
    Change vs previous 13F +60,743 shares

    0.64% of the 13F portfolio, value $14,140,103.

    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 322,146 shares
    Change vs previous 13F +85,637 shares

    0.59% of the 13F portfolio, value $10,759,677.

    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 236,509 shares
    Change vs previous 13F +211,571 shares

    0.46% of the 13F portfolio, value $8,270,730.

    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 24,938 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $854,858.

    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).