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EverSource Wealth Advisors, LLC: SGOV position timeline

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

EverSource Wealth Advisors, LLC held 39,365 SGOV 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 39,365 shares
    Change vs previous 13F +10,659 shares

    0.13% of the 13F portfolio, value $3,962,826.

    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 28,706 shares
    Change vs previous 13F +12,316 shares

    0.09% of the 13F portfolio, value $2,889,588.

    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 16,390 shares
    Change vs previous 13F +2,827 shares

    0.06% of the 13F portfolio, value $1,645,229.

    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 13,563 shares
    Change vs previous 13F -2,211 shares

    0.05% of the 13F portfolio, value $1,365,808.

    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 15,774 shares
    Change vs previous 13F +132 shares

    0.07% of the 13F portfolio, value $1,588,301.

    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 15,642 shares
    Change vs previous 13F +7,551 shares

    0.09% of the 13F portfolio, value $1,574,664.

    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 8,091 shares
    Change vs previous 13F +55 shares

    0.05% of the 13F portfolio, value $811,714.

    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 8,036 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $809,409.

    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).