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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

GL holding history

Globe Life 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.

GL overviewAll 13F holders of GLFull Q2 2026 holdings

Shares (Q2 2026)
2,068
Value
$369.5K
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of GL by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,068$369.5K<0.1%−298−12.6%ReducedHolders
Q1 20262,366$329.3K<0.1%+91+4.0%AddedHolders
Q4 20252,275$318.2K<0.1%−140−5.8%ReducedHolders
Q3 20252,415$345.3K<0.1%+3+0.1%AddedHolders
Q2 20252,412$299.8K<0.1%+1,866+341.8%AddedHolders
Q1 2025546$71.9K<0.1%+181+49.6%AddedHolders
Q4 2024365$40.7K<0.1%+90+32.7%AddedHolders
Q3 2024275$29.1K<0.1%+50+22.2%AddedHolders
Q2 2024225$20.9K<0.1%+55+32.4%AddedHolders
Q1 2024170$12.9K<0.1%+37+27.8%AddedHolders
Q4 2023133$16.2K<0.1%+2+1.5%AddedHolders
Q3 2023131$14.2K<0.1%00.0%UnchangedHolders
Q2 2023131$14.4K<0.1%−8−5.8%ReducedHolders
Q1 2023139$15.3K<0.1%00.0%UnchangedHolders
Q4 2022139$16.8K<0.1%00.0%UnchangedHolders
Q3 2022139$13.0K<0.1%+20+16.8%AddedHolders
Q2 2022119$12.0K<0.1%00.0%UnchangedHolders
Q1 2022119$12.0K<0.1%+79+197.5%AddedHolders
Q4 202140$4.00K<0.1%–No prior filingHolders