Skip to content
Disclosery

EverSource Wealth Advisors, LLC: GS position timeline

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

EverSource Wealth Advisors, LLC held 4,796 GS 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 4,796 shares
    Change vs previous 13F -3,491 shares

    0.16% of the 13F portfolio, value $4,850,384.

    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 8,287 shares
    Change vs previous 13F +3,351 shares

    0.21% of the 13F portfolio, value $7,010,187.

    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 4,936 shares
    Change vs previous 13F +31 shares

    0.16% of the 13F portfolio, value $4,339,091.

    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 4,905 shares
    Change vs previous 13F +10 shares

    0.15% of the 13F portfolio, value $3,906,039.

    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 4,895 shares
    Change vs previous 13F +164 shares

    0.16% of the 13F portfolio, value $3,464,354.

    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 4,731 shares
    Change vs previous 13F -220 shares

    0.14% of the 13F portfolio, value $2,584,605.

    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 4,951 shares
    Change vs previous 13F +119 shares

    0.16% of the 13F portfolio, value $2,835,074.

    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 4,832 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,392,049.

    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).