EverSource Wealth Advisors, LLC: SIG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EverSource Wealth Advisors, LLC on SIG, newest first. How the timeline and the estimate are built.
EverSource Wealth Advisors, LLC held 221 SIG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 221 sharesChange vs previous 13F -203 shares
<0.01% of the 13F portfolio, value $19,050.
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 424 sharesChange vs previous 13F -267 shares
<0.01% of the 13F portfolio, value $35,888.
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 691 sharesChange vs previous 13F +86 shares
<0.01% of the 13F portfolio, value $57,258.
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 605 sharesChange vs previous 13F -73 shares
<0.01% of the 13F portfolio, value $58,082.
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 678 sharesChange vs previous 13F +428 shares
<0.01% of the 13F portfolio, value $53,942.
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 250 sharesChange vs previous 13F +121 shares
<0.01% of the 13F portfolio, value $14,515.
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 129 sharesChange vs previous 13F -22 shares
<0.01% of the 13F portfolio, value $10,413.
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 151 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $15,574.
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).