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EverSource Wealth Advisors, LLC: GSIE position timeline

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

EverSource Wealth Advisors, LLC held 230,319 GSIE 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 230,319 shares
    Change vs previous 13F +1,856 shares

    0.36% of the 13F portfolio, value $10,525,578.

    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 228,463 shares
    Change vs previous 13F +115 shares

    0.3% of the 13F portfolio, value $9,853,606.

    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 228,348 shares
    Change vs previous 13F +977 shares

    0.36% of the 13F portfolio, value $9,805,282.

    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 227,371 shares
    Change vs previous 13F +7,012 shares

    0.37% of the 13F portfolio, value $9,347,203.

    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 220,359 shares
    Change vs previous 13F +5,287 shares

    0.4% of the 13F portfolio, value $8,739,437.

    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 215,072 shares
    Change vs previous 13F -5,898 shares

    0.42% of the 13F portfolio, value $7,667,324.

    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 220,970 shares
    Change vs previous 13F -74,444 shares

    0.41% of the 13F portfolio, value $7,367,127.

    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 295,414 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $10,685,135.

    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).