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EverSource Wealth Advisors, LLC: BIBL position timeline

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

EverSource Wealth Advisors, LLC held 48,190 BIBL 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 48,190 shares
    Change vs previous 13F -386 shares

    0.09% of the 13F portfolio, value $2,789,233.

    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 48,576 shares
    Change vs previous 13F -39,032 shares

    0.07% of the 13F portfolio, value $2,290,372.

    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 87,608 shares
    Change vs previous 13F +881 shares

    0.15% of the 13F portfolio, value $3,953,772.

    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 86,727 shares
    Change vs previous 13F +3,093 shares

    0.15% of the 13F portfolio, value $3,853,298.

    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 83,634 shares
    Change vs previous 13F -1,414 shares

    0.16% of the 13F portfolio, value $3,456,575.

    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 85,048 shares
    Change vs previous 13F -3,702 shares

    0.18% of the 13F portfolio, value $3,266,710.

    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 88,750 shares
    Change vs previous 13F -4,793 shares

    0.19% of the 13F portfolio, value $3,452,912.

    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 93,543 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $3,804,385.

    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).