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EverSource Wealth Advisors, LLC: VGIT position timeline

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

EverSource Wealth Advisors, LLC held 247,096 VGIT 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 247,096 shares
    Change vs previous 13F -18,829 shares

    0.49% of the 13F portfolio, value $14,573,734.

    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 265,925 shares
    Change vs previous 13F +37,835 shares

    0.48% of the 13F portfolio, value $15,835,761.

    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 228,090 shares
    Change vs previous 13F +22,875 shares

    0.5% of the 13F portfolio, value $13,669,425.

    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 205,215 shares
    Change vs previous 13F +29,766 shares

    0.49% of the 13F portfolio, value $12,319,074.

    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 175,449 shares
    Change vs previous 13F +602 shares

    0.47% of the 13F portfolio, value $10,493,618.

    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 174,847 shares
    Change vs previous 13F -612 shares

    0.57% of the 13F portfolio, value $10,385,930.

    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 175,459 shares
    Change vs previous 13F +35,141 shares

    0.57% of the 13F portfolio, value $10,176,604.

    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 140,318 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $8,478,034.

    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).