Skip to content
Disclosery

EverSource Wealth Advisors, LLC: BCAL position timeline

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

EverSource Wealth Advisors, LLC held 151 BCAL 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 151 shares
    Change vs previous 13F -719 shares

    <0.01% of the 13F portfolio, value $3,147.

    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 870 shares
    Change vs previous 13F +47 shares

    <0.01% of the 13F portfolio, value $15,416.

    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 823 shares
    Change vs previous 13F -74 shares

    <0.01% of the 13F portfolio, value $15,365.

    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 897 shares
    Change vs previous 13F -1,232 shares

    <0.01% of the 13F portfolio, value $14,962.

    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 2,129 shares
    Change vs previous 13F +2,121 shares

    <0.01% of the 13F portfolio, value $33,553.

    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 8 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $115.

    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).