Skip to content
Disclosery

EverSource Wealth Advisors, LLC: GIS position timeline

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

EverSource Wealth Advisors, LLC held 19,348 GIS 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 19,348 shares
    Change vs previous 13F -6,077 shares

    0.02% of the 13F portfolio, value $673,304.

    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 25,425 shares
    Change vs previous 13F +11,392 shares

    0.03% of the 13F portfolio, value $946,248.

    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 14,033 shares
    Change vs previous 13F +4,158 shares

    0.02% of the 13F portfolio, value $652,506.

    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 9,875 shares
    Change vs previous 13F +262 shares

    0.02% of the 13F portfolio, value $497,902.

    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 9,613 shares
    Change vs previous 13F +1,369 shares

    0.02% of the 13F portfolio, value $498,074.

    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 8,244 shares
    Change vs previous 13F -1,141 shares

    0.03% of the 13F portfolio, value $492,935.

    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 9,385 shares
    Change vs previous 13F -111 shares

    0.03% of the 13F portfolio, value $598,429.

    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 9,496 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $701,309.

    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).