Skip to content
Disclosery

EverSource Wealth Advisors, LLC: RGLD position timeline

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

EverSource Wealth Advisors, LLC held 769 RGLD 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 769 shares
    Change vs previous 13F -509 shares

    0.01% of the 13F portfolio, value $153,500.

    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 1,278 shares
    Change vs previous 13F +364 shares

    0.01% of the 13F portfolio, value $325,238.

    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 914 shares
    Change vs previous 13F +88 shares

    0.01% of the 13F portfolio, value $203,174.

    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 826 shares
    Change vs previous 13F -1,063 shares

    0.01% of the 13F portfolio, value $165,678.

    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 1,889 shares
    Change vs previous 13F +1,339 shares

    0.02% of the 13F portfolio, value $335,940.

    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 550 shares
    Change vs previous 13F +421 shares

    <0.01% of the 13F portfolio, value $89,930.

    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 129 shares
    Change vs previous 13F +54 shares

    <0.01% of the 13F portfolio, value $17,008.

    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 75 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,522.

    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).