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EverSource Wealth Advisors, LLC: BILS position timeline

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

EverSource Wealth Advisors, LLC held 4,019 BILS 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 4,019 shares
    Change vs previous 13F -10,807 shares

    0.01% of the 13F portfolio, value $399,399.

    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 14,826 shares
    Change vs previous 13F -2,912 shares

    0.05% of the 13F portfolio, value $1,474,297.

    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 17,738 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,759,964.

    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 17,738 shares
    Change vs previous 13F -3,388 shares

    0.07% of the 13F portfolio, value $1,765,286.

    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 21,126 shares
    Change vs previous 13F +327 shares

    0.09% of the 13F portfolio, value $2,100,558.

    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 20,799 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,069,293.

    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).