Skip to content
Disclosery

EverSource Wealth Advisors, LLC: KGS position timeline

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

EverSource Wealth Advisors, LLC held 531 KGS 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 531 shares
    Change vs previous 13F -93 shares

    <0.01% of the 13F portfolio, value $39,894.

    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 624 shares
    Change vs previous 13F -47 shares

    <0.01% of the 13F portfolio, value $36,393.

    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 671 shares
    Change vs previous 13F -527 shares

    <0.01% of the 13F portfolio, value $25,096.

    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 1,198 shares
    Change vs previous 13F -35 shares

    <0.01% of the 13F portfolio, value $44,291.

    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 1,233 shares
    Change vs previous 13F +1,156 shares

    <0.01% of the 13F portfolio, value $42,255.

    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 77 shares
    Change vs previous 13F +70 shares

    <0.01% of the 13F portfolio, value $2,872.

    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 7 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $286.

    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).