Skip to content
Disclosery

EverSource Wealth Advisors, LLC: USIG position timeline

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

EverSource Wealth Advisors, LLC held 164,247 USIG 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 164,247 shares
    Change vs previous 13F +118,201 shares

    0.28% of the 13F portfolio, value $8,424,216.

    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 46,046 shares
    Change vs previous 13F +824 shares

    0.07% of the 13F portfolio, value $2,358,915.

    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 45,222 shares
    Change vs previous 13F +1,449 shares

    0.09% of the 13F portfolio, value $2,341,167.

    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 43,773 shares
    Change vs previous 13F +2,606 shares

    0.09% of the 13F portfolio, value $2,285,822.

    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 41,167 shares
    Change vs previous 13F +4,091 shares

    0.1% of the 13F portfolio, value $2,117,639.

    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 37,076 shares
    Change vs previous 13F -547 shares

    0.1% of the 13F portfolio, value $1,893,864.

    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 37,623 shares
    Change vs previous 13F -1,997 shares

    0.11% of the 13F portfolio, value $1,891,668.

    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 39,620 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,083,204.

    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).