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EverSource Wealth Advisors, LLC: VGSH position timeline

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

EverSource Wealth Advisors, LLC held 198,148 VGSH 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 198,148 shares
    Change vs previous 13F +35,669 shares

    0.39% of the 13F portfolio, value $11,532,185.

    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 162,479 shares
    Change vs previous 13F +8,256 shares

    0.29% of the 13F portfolio, value $9,511,516.

    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 154,223 shares
    Change vs previous 13F +23,804 shares

    0.33% of the 13F portfolio, value $9,057,541.

    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 130,419 shares
    Change vs previous 13F -22,559 shares

    0.3% of the 13F portfolio, value $7,675,170.

    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 152,978 shares
    Change vs previous 13F +31,485 shares

    0.41% of the 13F portfolio, value $8,992,042.

    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 121,493 shares
    Change vs previous 13F +1,237 shares

    0.39% of the 13F portfolio, value $7,130,433.

    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 120,256 shares
    Change vs previous 13F +54,635 shares

    0.39% of the 13F portfolio, value $6,996,487.

    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 65,621 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $3,872,955.

    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).