Skip to content
Disclosery

EverSource Wealth Advisors, LLC: EIG position timeline

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

EverSource Wealth Advisors, LLC held 1,262 EIG 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 1,262 shares
    Change vs previous 13F +805 shares

    <0.01% of the 13F portfolio, value $63,706.

    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 457 shares
    Change vs previous 13F -56 shares

    <0.01% of the 13F portfolio, value $18,801.

    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 513 shares
    Change vs previous 13F -2 shares

    <0.01% of the 13F portfolio, value $22,146.

    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 515 shares
    Change vs previous 13F +138 shares

    <0.01% of the 13F portfolio, value $21,877.

    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 377 shares
    Change vs previous 13F +357 shares

    <0.01% of the 13F portfolio, value $17,787.

    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 20 shares
    Change vs previous 13F -39 shares

    <0.01% of the 13F portfolio, value $1,013.

    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 59 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,023.

    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).