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EverSource Wealth Advisors, LLC: DFGR position timeline

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

EverSource Wealth Advisors, LLC held 121,683 DFGR 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 121,683 shares
    Change vs previous 13F -41,404 shares

    0.12% of the 13F portfolio, value $3,525,154.

    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 163,087 shares
    Change vs previous 13F -23,867 shares

    0.13% of the 13F portfolio, value $4,334,865.

    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 186,954 shares
    Change vs previous 13F -17,692 shares

    0.18% of the 13F portfolio, value $4,939,335.

    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 204,646 shares
    Change vs previous 13F +14,124 shares

    0.22% of the 13F portfolio, value $5,588,885.

    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 190,522 shares
    Change vs previous 13F -5,712 shares

    0.23% of the 13F portfolio, value $5,111,718.

    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 196,234 shares
    Change vs previous 13F +138,253 shares

    0.28% of the 13F portfolio, value $5,153,098.

    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 57,981 shares
    Change vs previous 13F +38,542 shares

    0.08% of the 13F portfolio, value $1,480,825.

    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 19,439 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $561,001.

    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).