Ownership history in EverSource Wealth Advisors, LLC · 6 quarters on record
This page tracks every 13F SEC filing in which EverSource Wealth Advisors, LLC reported a position in TRIPLEPOINT VENTURE GROWTH BDC COM (TPVG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 10,000 | — | 0% | 0.00% | $58K | $5.31 |
| 2025 Q2 | UNCHANGED | 10,000 | — | 0% | 0.00% | $70K | $6.22 |
| 2025 Q1 | UNCHANGED | 10,000 | — | 0% | 0.00% | $70K | $5.93 |
| 2024 Q4 | ADDED | 10,000 | +2,000 | +25.0% | 0.00% | $74K | $6.02 |
| 2024 Q3 | ADDED | 8,000 | +1,000 | +14.3% | 0.00% | $56K | $5.54 |
| 2024 Q2 | INITIATED | 7,000 | — | — | 0.00% | $62K | — |
As of 2025 Q4 — sorted by position size