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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

DG holding history

Dollar General Corp 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.

DG overviewAll 13F holders of DGFull Q2 2026 holdings

Shares (Q2 2026)
5,584
Value
$642.8K
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of DG by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,584$642.8K<0.1%−2,923−34.4%ReducedHolders
Q1 20268,507$1.01M<0.1%+2,163+34.1%AddedHolders
Q4 20256,344$842.3K<0.1%+1,833+40.6%AddedHolders
Q3 20254,511$466.3K<0.1%+617+15.8%AddedHolders
Q2 20253,894$445.4K<0.1%+1,698+77.3%AddedHolders
Q1 20252,196$193.2K<0.1%+230+11.7%AddedHolders
Q4 20241,966$149.1K<0.1%−227−10.4%ReducedHolders
Q3 20242,193$185.5K<0.1%−791−26.5%ReducedHolders
Q2 20242,984$359.3K<0.1%−628−17.4%ReducedHolders
Q1 20243,612$502.8K<0.1%−156−4.1%ReducedHolders
Q4 20233,768$512.2K<0.1%+147+4.1%AddedHolders
Q3 20233,621$383.1K<0.1%−38,208−91.3%ReducedHolders
Q2 202341,829$7.10M0.8%+6,737+19.2%AddedHolders
Q1 202335,092$7.39M0.9%+5,945+20.4%AddedHolders
Q4 202229,147$7.18M1.1%+26,896+1,194.8%AddedHolders
Q3 20222,251$540.0K0.1%−390−14.8%ReducedHolders
Q2 20222,641$647.0K0.2%+150+6.0%AddedHolders
Q1 20222,491$555.0K0.1%+596+31.5%AddedHolders
Q4 20211,895$446.0K0.1%–No prior filingHolders