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EverSource Wealth Advisors, LLC: IEMG position timeline

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

EverSource Wealth Advisors, LLC held 38,361 IEMG 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 38,361 shares
    Change vs previous 13F -13,185 shares

    0.11% of the 13F portfolio, value $3,177,841.

    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 51,546 shares
    Change vs previous 13F +5,819 shares

    0.11% of the 13F portfolio, value $3,595,393.

    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 45,727 shares
    Change vs previous 13F -7 shares

    0.11% of the 13F portfolio, value $3,073,771.

    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 45,734 shares
    Change vs previous 13F +15,926 shares

    0.12% of the 13F portfolio, value $3,014,812.

    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 29,808 shares
    Change vs previous 13F +10,888 shares

    0.08% of the 13F portfolio, value $1,789,398.

    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 18,920 shares
    Change vs previous 13F +6,555 shares

    0.06% of the 13F portfolio, value $1,021,091.

    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 12,365 shares
    Change vs previous 13F +3,095 shares

    0.04% of the 13F portfolio, value $645,722.

    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 9,270 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $532,164.

    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).