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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

STAG holding history

STAG Industrial, 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.

STAG overviewAll 13F holders of STAGFull Q2 2026 holdings

Shares (Q2 2026)
1,639
Value
$62.4K
% of portfolio
<0.1%
Quarters held
12
Since Q2 2022
Holdings of STAG by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,639$62.4K<0.1%+56+3.5%AddedHolders
Q1 20261,583$57.1K<0.1%+285+22.0%AddedHolders
Q4 20251,298$47.7K<0.1%−298−18.7%ReducedHolders
Q3 20251,596$56.3K<0.1%+160+11.1%AddedHolders
Q2 20251,436$52.1K<0.1%+1,048+270.1%AddedHolders
Q1 2025388$14.0K<0.1%+234+151.9%AddedHolders
Q4 2024154$5.21K<0.1%+154NewHolders
Q1 20240$00.0%−190−100.0%Sold outHolders
Q4 2023190$7.46K<0.1%+149+363.4%AddedHolders
Q3 202341$1.42K<0.1%−17−29.3%ReducedHolders
Q2 202358$2.08K<0.1%−1−1.7%ReducedHolders
Q1 202359$2.00K<0.1%+59NewHolders
Q3 20220$00.0%−1,771−100.0%Sold outHolders
Q2 20221,771$55.0K<0.1%+1,771NewHolders