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EverSource Wealth Advisors, LLC: VIGI position timeline

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

EverSource Wealth Advisors, LLC held 58,753 VIGI 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 58,753 shares
    Change vs previous 13F -2,553 shares

    0.19% of the 13F portfolio, value $5,486,388.

    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 61,306 shares
    Change vs previous 13F +6,814 shares

    0.17% of the 13F portfolio, value $5,423,154.

    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 54,492 shares
    Change vs previous 13F -76,454 shares

    0.18% of the 13F portfolio, value $4,983,294.

    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 130,946 shares
    Change vs previous 13F -2,354 shares

    0.46% of the 13F portfolio, value $11,728,869.

    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 133,300 shares
    Change vs previous 13F -117,850 shares

    0.54% of the 13F portfolio, value $12,012,997.

    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 251,150 shares
    Change vs previous 13F +31,161 shares

    1.14% of the 13F portfolio, value $20,830,382.

    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 219,989 shares
    Change vs previous 13F +86,121 shares

    0.99% of the 13F portfolio, value $17,596,881.

    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 133,868 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $11,817,846.

    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).