EverSource Wealth Advisors, LLC
Holdings in HGTY
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $19,501 | 1,451 | Shares | Sole | 2026-02-06 |
| 2025-09-30 | $17,554 | 1,458 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $9,715 | 961 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $10,793 | 1,194 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $9,794 | 1,015 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $9,539 | 938 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $9,464 | 910 | Shares | Sole | 2024-08-13 |
| 2024-03-31 | $567 | 62 | Shares | Sole | 2024-06-11 |