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EverSource Wealth Advisors, LLC: MGV position timeline

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

EverSource Wealth Advisors, LLC held 26,737 MGV 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 26,737 shares
    Change vs previous 13F -22,834 shares

    0.15% of the 13F portfolio, value $4,370,292.

    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 49,571 shares
    Change vs previous 13F +18,206 shares

    0.22% of the 13F portfolio, value $7,185,367.

    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 31,365 shares
    Change vs previous 13F -5,299 shares

    0.16% of the 13F portfolio, value $4,427,465.

    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 36,664 shares
    Change vs previous 13F -259 shares

    0.2% of the 13F portfolio, value $5,050,082.

    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 36,923 shares
    Change vs previous 13F -210 shares

    0.22% of the 13F portfolio, value $4,844,237.

    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 37,133 shares
    Change vs previous 13F -1,725 shares

    0.26% of the 13F portfolio, value $4,784,157.

    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 38,858 shares
    Change vs previous 13F -479 shares

    0.27% of the 13F portfolio, value $4,853,768.

    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 39,337 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $5,046,092.

    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).