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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

STGW holding history

Stagwell 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.

STGW overviewAll 13F holders of STGWFull Q2 2026 holdings

Shares (Q2 2026)
578
Value
$4.29K
% of portfolio
<0.1%
Quarters held
10
Since Q1 2024
Holdings of STGW by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026578$4.29K<0.1%−60−9.4%ReducedHolders
Q1 2026638$4.01K<0.1%−475−42.7%ReducedHolders
Q4 20251,113$5.44K<0.1%+911+451.0%AddedHolders
Q3 2025202$1.14K<0.1%+62+44.3%AddedHolders
Q2 2025140$631<0.1%−161−53.5%ReducedHolders
Q1 2025301$1.82K<0.1%+214+246.0%AddedHolders
Q4 202487$573<0.1%+81+1,350.0%AddedHolders
Q3 20246$42<0.1%00.0%UnchangedHolders
Q2 20246$40<0.1%00.0%UnchangedHolders
Q1 20246$36<0.1%+6NewHolders