EverSource Wealth Advisors, LLC: BHR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EverSource Wealth Advisors, LLC on BHR, newest first. How the timeline and the estimate are built.
EverSource Wealth Advisors, LLC held 1,014 BHR shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 1,014 sharesChange vs previous 13F -2,730 shares
<0.01% of the 13F portfolio, value $2,190.
13F-HR 0001710537-26-000007 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F/A 3,744 sharesChange vs previous 13F +191 shares
<0.01% of the 13F portfolio, value $8,835.
13F-HR/A 0001710537-26-000006 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,553 sharesChange vs previous 13F -345 shares
<0.01% of the 13F portfolio, value $10,198.
13F-HR 0001710537-26-000001 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,898 sharesChange vs previous 13F -3,376 shares
<0.01% of the 13F portfolio, value $10,641.
13F-HR 0001710537-25-000009 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 7,274 sharesChange vs previous 13F +6,711 shares
<0.01% of the 13F portfolio, value $17,822.
13F-HR 0001710537-25-000006 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 563 sharesChange vs previous 13F +9 shares
<0.01% of the 13F portfolio, value $1,402.
13F-HR 0001710537-25-000003 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 554 sharesChange vs previous 13F +14 shares
<0.01% of the 13F portfolio, value $1,662.
13F-HR 0001710537-25-000001 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 540 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $1,669.
13F-HR 0001710537-24-000010 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).