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EverSource Wealth Advisors, LLC: TBG position timeline

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

EverSource Wealth Advisors, LLC held 125,648 TBG 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 125,648 shares
    Change vs previous 13F +20,967 shares

    0.15% of the 13F portfolio, value $4,581,106.

    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 104,681 shares
    Change vs previous 13F +19,837 shares

    0.11% of the 13F portfolio, value $3,649,196.

    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 84,844 shares
    Change vs previous 13F +20,302 shares

    0.1% of the 13F portfolio, value $2,832,955.

    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 64,542 shares
    Change vs previous 13F +26,466 shares

    0.08% of the 13F portfolio, value $2,134,405.

    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 38,076 shares
    Change vs previous 13F +15,081 shares

    0.06% of the 13F portfolio, value $1,225,281.

    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 22,995 shares
    Change vs previous 13F +11,536 shares

    0.04% of the 13F portfolio, value $752,999.

    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 11,459 shares
    Change vs previous 13F +2,057 shares

    0.02% of the 13F portfolio, value $366,159.

    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 9,402 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $300,127.

    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).