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EverSource Wealth Advisors, LLC: BC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EverSource Wealth Advisors, LLC on BC, newest first. How the timeline and the estimate are built.

EverSource Wealth Advisors, LLC held 20,470 BC shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,470 shares
    Change vs previous 13F -2,605 shares

    0.06% of the 13F portfolio, value $1,724,459.

    13F-HR 0001710537-26-000007 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F/A 23,075 shares
    Change vs previous 13F -50 shares

    0.05% of the 13F portfolio, value $1,678,942.

    13F-HR/A 0001710537-26-000006 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 23,125 shares
    Change vs previous 13F -2,289 shares

    0.06% of the 13F portfolio, value $1,716,775.

    13F-HR 0001710537-26-000001 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 25,414 shares
    Change vs previous 13F +4,231 shares

    0.06% of the 13F portfolio, value $1,607,189.

    13F-HR 0001710537-25-000009 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 21,183 shares
    Change vs previous 13F +20,675 shares

    0.05% of the 13F portfolio, value $1,170,150.

    13F-HR 0001710537-25-000006 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 508 shares
    Change vs previous 13F +315 shares

    <0.01% of the 13F portfolio, value $27,354.

    13F-HR 0001710537-25-000003 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 193 shares
    Change vs previous 13F +13 shares

    <0.01% of the 13F portfolio, value $12,482.

    13F-HR 0001710537-25-000001 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 180 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $15,088.

    13F-HR 0001710537-24-000010 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).