EverSource Wealth Advisors, LLC TG TREDEGAR CORP COM

Ownership history in EverSource Wealth Advisors, LLC  ·  12 quarters on record

AI Ownership Summary

EverSource Wealth Advisors, LLC reported TREDEGAR CORP COM (TG) in 12 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.01% in 2026 Q1. The latest visible filing shows TG at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EverSource Wealth Advisors, LLC's position in TREDEGAR CORP COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

TG was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How EverSource Wealth Advisors, LLC held TG — position size vs. price
% of Fund (quarterly)    TG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 586 -6,016 -91.1% 0.00% $5K 2026-07-24 $7.68
2026 Q1 ADDED 6,602 +4,234 +178.8% 0.01% $302K 2026-05-18 $7.45
2025 Q4 ADDED 2,368 +497 +26.6% 0.00% $17K 2026-02-06 $9.26
2025 Q3 ADDED 1,871 +174 +10.3% 0.00% $15K 2025-11-10 $8.18
2025 Q2 ADDED 1,697 +1,272 +299.3% 0.00% $15K 2025-08-13 $7.58
2025 Q1 REDUCED 6.0% +14.3% 425 -27 -6.0% 0.00% $3K 2025-05-13 $8.46
2024 Q4 ADDED 452 +28 +6.6% 0.00% $3K 2025-02-10 $8.12
2024 Q3 UNCHANGED 424 0% 0.00% $3K 2024-11-08 $8.73
2024 Q2 ADDED 424 +298 +236.5% 0.00% $2K 2024-08-13 $5.49
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About EverSource Wealth Advisors, LLC and TG

These are the practical questions this page is built to answer before you even open the full history table.

How long has EverSource Wealth Advisors, LLC reported owning TG?

EverSource Wealth Advisors, LLC reported TG across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported TG position in EverSource Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for TG was 0.01% in 2026 Q1.

What is the latest reported TG position on this page?

The most recent filing on this page is 2026 Q2, when EverSource Wealth Advisors, LLC reported 586 shares, equal to 0.00% of portfolio, with an estimated market value of $5K.

What does the chart on this TG ownership page compare?

The chart compares EverSource Wealth Advisors, LLC's quarterly TG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did EverSource Wealth Advisors, LLC time their TG position?

Based on 13F filing dates vs. subsequent TG price moves, EverSource Wealth Advisors, LLC correctly timed 7 out of 8 reported position changes (88%). The annualised alpha on TG relative to SPY over the holding period was +3.3%.

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