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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

TPG holding history

TPG 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.

TPG overviewAll 13F holders of TPGFull Q2 2026 holdings

Shares (Q2 2026)
341
Value
$13.8K
% of portfolio
<0.1%
Quarters held
9
Since Q1 2022
Holdings of TPG by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026341$13.8K<0.1%−442−56.4%ReducedHolders
Q1 2026783$31.7K<0.1%+108+16.0%AddedHolders
Q4 2025675$43.1K<0.1%+649+2,496.2%AddedHolders
Q3 202526$1.49K<0.1%+4+18.2%AddedHolders
Q2 202522$1.15K<0.1%−43−66.2%ReducedHolders
Q1 202565$3.08K<0.1%−13−16.7%ReducedHolders
Q4 202478$4.90K<0.1%+73+1,460.0%AddedHolders
Q3 20245$288<0.1%+5NewHolders
Q2 20220$00.0%−2−100.0%Sold outHolders
Q1 20222$00.0%+2NewHolders