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EverSource Wealth Advisors, LLC: BITX position timeline

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

EverSource Wealth Advisors, LLC held 74,004 BITX 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 74,004 shares
    Change vs previous 13F +1 shares

    0.03% of the 13F portfolio, value $763,724.

    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 74,003 shares
    Change vs previous 13F +21,114 shares

    0.03% of the 13F portfolio, value $1,090,809.

    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 52,889 shares
    Change vs previous 13F +35,432 shares

    0.05% of the 13F portfolio, value $1,467,150.

    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 17,457 shares
    Change vs previous 13F +42 shares

    0.04% of the 13F portfolio, value $961,554.

    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 17,415 shares
    Change vs previous 13F +4,521 shares

    0.04% of the 13F portfolio, value $940,777.

    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 12,894 shares
    Change vs previous 13F +12,751 shares

    0.03% of the 13F portfolio, value $457,473.

    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 143 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,400.

    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).