EverSource Wealth Advisors, LLC
Position in FGDL — Franklin Templeton Holdings Trust
CIK 1710537
BIRMINGHAM, AL
Position in FGDL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$75,464
-$90,423 QoQ
Shares Held
1,414
-50.9% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#62
of 96 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FGDL Over Time
Shares Held
Position Value (USD)
All Filings in FGDL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $75,464 | 1,414 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $165,887 | 2,880 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $157,201 | 3,043 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||