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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

WGO holding history

Winnebago Industries 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.

WGO overviewAll 13F holders of WGOFull Q2 2026 holdings

Shares (Q2 2026)
154
Value
$4.81K
% of portfolio
<0.1%
Quarters held
18
Since Q4 2021
Holdings of WGO by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026154$4.81K<0.1%+6+4.1%AddedHolders
Q1 2026148$4.59K<0.1%+70+89.7%AddedHolders
Q4 202578$3.16K<0.1%−531−87.2%ReducedHolders
Q3 2025609$20.4K<0.1%−229−27.3%ReducedHolders
Q2 2025838$24.3K<0.1%+400+91.3%AddedHolders
Q1 2025438$15.1K<0.1%+311+244.9%AddedHolders
Q4 2024127$6.07K<0.1%−122−49.0%ReducedHolders
Q3 2024249$14.5K<0.1%−44−15.0%ReducedHolders
Q2 2024293$18.3K<0.1%+136+86.6%AddedHolders
Q1 2024157$9.67K<0.1%+100+175.4%AddedHolders
Q4 202357$4.15K<0.1%00.0%UnchangedHolders
Q3 202357$3.39K<0.1%00.0%UnchangedHolders
Q2 202357$3.80K<0.1%00.0%UnchangedHolders
Q1 202357$3.29K<0.1%−32−36.0%ReducedHolders
Q4 202289$4.69K<0.1%00.0%UnchangedHolders
Q3 202289$5.00K<0.1%+32+56.1%AddedHolders
Q2 202257$3.00K<0.1%+57NewHolders
Q1 20220$00.0%−158−100.0%Sold outHolders
Q4 2021158$12.0K<0.1%–No prior filingHolders