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EverSource Wealth Advisors, LLC: DGCB position timeline

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

EverSource Wealth Advisors, LLC held 34,255 DGCB 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 34,255 shares
    Change vs previous 13F -442 shares

    0.06% of the 13F portfolio, value $1,872,736.

    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 34,697 shares
    Change vs previous 13F -4,234 shares

    0.06% of the 13F portfolio, value $1,878,296.

    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 38,931 shares
    Change vs previous 13F -180 shares

    0.08% of the 13F portfolio, value $2,111,511.

    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 39,111 shares
    Change vs previous 13F +8,290 shares

    0.09% of the 13F portfolio, value $2,168,699.

    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 30,821 shares
    Change vs previous 13F +781 shares

    0.08% of the 13F portfolio, value $1,671,417.

    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 30,040 shares
    Change vs previous 13F +4,724 shares

    0.09% of the 13F portfolio, value $1,597,221.

    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 25,316 shares
    Change vs previous 13F +4,590 shares

    0.07% of the 13F portfolio, value $1,331,616.

    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 20,726 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,136,615.

    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).