EverSource Wealth Advisors, LLC: BIO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EverSource Wealth Advisors, LLC on BIO, newest first. How the timeline and the estimate are built.
EverSource Wealth Advisors, LLC held 29 BIO shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 29 sharesChange vs previous 13F -63 shares
<0.01% of the 13F portfolio, value $8,515.
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 92 sharesChange vs previous 13F -4 shares
<0.01% of the 13F portfolio, value $25,645.
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 96 sharesChange vs previous 13F +7 shares
<0.01% of the 13F portfolio, value $29,088.
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 89 sharesChange vs previous 13F +23 shares
<0.01% of the 13F portfolio, value $24,955.
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 66 sharesChange vs previous 13F +55 shares
<0.01% of the 13F portfolio, value $15,928.
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 11 sharesChange vs previous 13F -32 shares
<0.01% of the 13F portfolio, value $2,679.
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 43 sharesChange vs previous 13F +10 shares
<0.01% of the 13F portfolio, value $14,126.
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 33 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $11,040.
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).