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EverSource Wealth Advisors, LLC: BITU position timeline

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

EverSource Wealth Advisors, LLC held 57,140 BITU 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 57,140 shares
    Change vs previous 13F +1 shares

    0.02% of the 13F portfolio, value $463,978.

    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 57,139 shares
    Change vs previous 13F +7,452 shares

    0.02% of the 13F portfolio, value $665,097.

    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 49,687 shares
    Change vs previous 13F +24,680 shares

    0.04% of the 13F portfolio, value $1,097,594.

    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 25,007 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $1,335,124.

    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 25,007 shares
    Change vs previous 13F +5,692 shares

    0.06% of the 13F portfolio, value $1,294,112.

    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 19,315 shares
    Change vs previous 13F +12,514 shares

    0.04% of the 13F portfolio, value $642,803.

    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 6,801 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $336,105.

    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).