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EverSource Wealth Advisors, LLC: CGXU position timeline

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

EverSource Wealth Advisors, LLC held 611,144 CGXU 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 611,144 shares
    Change vs previous 13F +58,645 shares

    0.71% of the 13F portfolio, value $21,157,807.

    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 552,499 shares
    Change vs previous 13F +10,911 shares

    0.5% of the 13F portfolio, value $16,293,205.

    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 541,588 shares
    Change vs previous 13F +30,337 shares

    0.59% of the 13F portfolio, value $16,003,924.

    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 511,251 shares
    Change vs previous 13F +34,466 shares

    0.6% of the 13F portfolio, value $15,143,250.

    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 476,785 shares
    Change vs previous 13F +73,850 shares

    0.58% of the 13F portfolio, value $12,935,189.

    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 402,935 shares
    Change vs previous 13F +125,436 shares

    0.54% of the 13F portfolio, value $9,863,857.

    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 277,499 shares
    Change vs previous 13F +272,292 shares

    0.38% of the 13F portfolio, value $6,845,909.

    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 5,207 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $140,441.

    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).