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EverSource Wealth Advisors, LLC: BIL position timeline

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

EverSource Wealth Advisors, LLC held 382,859 BIL 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 382,859 shares
    Change vs previous 13F -96,508 shares

    1.18% of the 13F portfolio, value $35,085,166.

    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 479,367 shares
    Change vs previous 13F -78,298 shares

    1.34% of the 13F portfolio, value $43,929,184.

    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 557,665 shares
    Change vs previous 13F +194,473 shares

    1.88% of the 13F portfolio, value $50,959,441.

    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 363,192 shares
    Change vs previous 13F +66,520 shares

    1.32% of the 13F portfolio, value $33,322,841.

    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 296,672 shares
    Change vs previous 13F +6,422 shares

    1.23% of the 13F portfolio, value $27,213,748.

    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 290,250 shares
    Change vs previous 13F -23,780 shares

    1.46% of the 13F portfolio, value $26,624,646.

    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 314,030 shares
    Change vs previous 13F +34,541 shares

    1.61% of the 13F portfolio, value $28,711,764.

    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 279,489 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $25,659,848.

    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).