EverSource Wealth Advisors, LLC
Position in CGGR — Capital Group Growth ETF
CIK 1710537
BIRMINGHAM, AL
All Filings in CGGR
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,003,165 | 381,423 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $12,911,800 | 321,269 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $13,331,082 | 299,777 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $11,944,570 | 271,962 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $10,076,849 | 247,893 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,115,642 | 207,756 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,124,054 | 164,758 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $5,404,486 | 155,346 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,288,966 | 99,999 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,159,765 | 36,254 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $595,427 | 21,092 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $497,472 | 20,305 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $287,420 | 11,392 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $261,927 | 11,662 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $232,021 | 11,636 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $177,801 | 9,111 | Shares | Sole | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||