Skip to main content

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

DBRG holding history

DigitalBridge Group, Inc. in every 13F filed by EverSource Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DBRG overviewAll 13F holders of DBRGFull Q2 2026 holdings

Shares (Q2 2026)
484
Value
$7.64K
% of portfolio
<0.1%
Quarters held
16
Since Q3 2022
Holdings of DBRG by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026484$7.64K<0.1%−770−61.4%ReducedHolders
Q1 20261,254$19.3K<0.1%+272+27.7%AddedHolders
Q4 2025982$15.1K<0.1%+63+6.9%AddedHolders
Q3 2025919$10.8K<0.1%+126+15.9%AddedHolders
Q2 2025793$8.21K<0.1%−13−1.6%ReducedHolders
Q1 2025806$7.11K<0.1%+89+12.4%AddedHolders
Q4 2024717$8.09K<0.1%−34−4.5%ReducedHolders
Q3 2024751$10.6K<0.1%00.0%UnchangedHolders
Q2 2024751$10.6K<0.1%−53−6.6%ReducedHolders
Q1 2024804$13.2K<0.1%+710+755.3%AddedHolders
Q4 202394$1.65K<0.1%00.0%UnchangedHolders
Q3 202394$1.65K<0.1%00.0%UnchangedHolders
Q2 202394$1.38K<0.1%−189−66.8%ReducedHolders
Q1 2023283$3.39K<0.1%−418−59.6%ReducedHolders
Q4 2022701$7.67K<0.1%+649+1,248.1%AddedHolders
Q3 202252$1.00K<0.1%+52NewHolders