Skip to content
Disclosery

EverSource Wealth Advisors, LLC: VIG position timeline

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

EverSource Wealth Advisors, LLC held 123,689 VIG 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 123,689 shares
    Change vs previous 13F -3,071 shares

    0.99% of the 13F portfolio, value $29,267,257.

    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 126,760 shares
    Change vs previous 13F +1,415 shares

    0.83% of the 13F portfolio, value $27,260,987.

    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 125,345 shares
    Change vs previous 13F +6,681 shares

    1.02% of the 13F portfolio, value $27,548,368.

    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 118,664 shares
    Change vs previous 13F +10,693 shares

    1.01% of the 13F portfolio, value $25,606,539.

    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 107,971 shares
    Change vs previous 13F -8,273 shares

    1% of the 13F portfolio, value $22,098,331.

    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 116,244 shares
    Change vs previous 13F +2,085 shares

    1.24% of the 13F portfolio, value $22,550,079.

    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 114,159 shares
    Change vs previous 13F -10,529 shares

    1.26% of the 13F portfolio, value $22,355,713.

    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 124,688 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $24,695,795.

    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).