EverSource Wealth Advisors, LLC: PAG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EverSource Wealth Advisors, LLC on PAG, newest first. How the timeline and the estimate are built.
EverSource Wealth Advisors, LLC held 206 PAG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 206 sharesChange vs previous 13F -111 shares
<0.01% of the 13F portfolio, value $36,863.
13F-HR 0001710537-26-000007 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F/A 317 sharesChange vs previous 13F -489 shares
<0.01% of the 13F portfolio, value $47,401.
13F-HR/A 0001710537-26-000006 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 806 sharesChange vs previous 13F -134 shares
<0.01% of the 13F portfolio, value $127,581.
13F-HR 0001710537-26-000001 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 940 sharesChange vs previous 13F +60 shares
0.01% of the 13F portfolio, value $163,475.
13F-HR 0001710537-25-000009 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 880 sharesChange vs previous 13F +735 shares
0.01% of the 13F portfolio, value $151,193.
13F-HR 0001710537-25-000006 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 145 sharesChange vs previous 13F +27 shares
<0.01% of the 13F portfolio, value $20,878.
13F-HR 0001710537-25-000003 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 118 sharesChange vs previous 13F +94 shares
<0.01% of the 13F portfolio, value $17,988.
13F-HR 0001710537-25-000001 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 24 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $3,898.
13F-HR 0001710537-24-000010 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).