EverSource Wealth Advisors, LLC
Position in WGO — Winnebago Industries Inc
CIK 1710537
BIRMINGHAM, AL
Position in WGO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,810
+$228 QoQ
Shares Held
154
+4.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#21
of 34 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WGO Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $1,992,384 across 9 Recreational Vehicles names. WGO ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BC |
Brunswick Corp
|
20,470 | $1,724,387 | |
| 2 | PII |
Polaris Inc.
|
2,252 | $154,122 | |
| 3 | THO |
Thor Industries Inc
|
482 | $36,223 | |
| 4 | LCII |
Lci Industries
|
299 | $31,655 | |
| 5 | HOG |
Harley-Davidson, Inc.
|
1,275 | $31,185 | |
| 6 | PATK |
Patrick Industries Inc
|
109 | $9,784 | |
| 7 | WGO |
Winnebago Industries Inc
This page
|
154 | $4,810 | |
| 8 | MCFT |
MasterCraft Boat Holdings, Inc.
|
8 | $204 |
All Filings in WGO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,810 | 154 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $4,582 | 148 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $3,159 | 78 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $20,364 | 609 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $24,302 | 838 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $15,093 | 438 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,068 | 127 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $14,469 | 249 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $15,880 | 293 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $11,618 | 157 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $4,154 | 57 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $3,388 | 57 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $3,801 | 57 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $3,288 | 57 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $4,689 | 89 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $4,734 | 89 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,767 | 57 | Shares | Sole | 2022-08-01 | |
| 2021-12-31 | $11,836 | 158 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||