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EverSource Wealth Advisors, LLC: DFGX position timeline

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

EverSource Wealth Advisors, LLC held 45,072 DFGX 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 45,072 shares
    Change vs previous 13F +611 shares

    0.08% of the 13F portfolio, value $2,415,603.

    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 44,461 shares
    Change vs previous 13F -14,920 shares

    0.07% of the 13F portfolio, value $2,331,982.

    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 59,381 shares
    Change vs previous 13F +7,299 shares

    0.12% of the 13F portfolio, value $3,125,499.

    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 52,082 shares
    Change vs previous 13F +23,309 shares

    0.11% of the 13F portfolio, value $2,810,350.

    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 28,773 shares
    Change vs previous 13F +2,510 shares

    0.07% of the 13F portfolio, value $1,535,333.

    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 26,263 shares
    Change vs previous 13F +5,225 shares

    0.08% of the 13F portfolio, value $1,372,247.

    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 21,038 shares
    Change vs previous 13F +2,677 shares

    0.06% of the 13F portfolio, value $1,100,688.

    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 18,361 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $993,510.

    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).